Robbins Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$220,926,237
Total clients
138
42% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
46
Average account size
$1,600,915
About
Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses, offering portfolio management and financial planning along with tax preparation and trust accounting services upon client request. The firm operates with a small advisory team and provides both discretionary and non-discretionary account services.
The firm’s investment approach emphasizes strategic asset allocation as a baseline, with tactical extensions into individual equities, fixed income, and customized options strategies; margin transactions and option writing are used when suitable. Clients may elect discretionary authority or retain non-discretionary arrangements that require client approval before trades, and Robbins integrates tax and estate considerations into its planning and advice.
Distinctive features in the brochure include a client base where the bulk of assets are managed on a non-discretionary basis — a pattern that is uncommon among similar supported firms — and the availability of in-house tax preparation and trust accounting services. Robbins also documents the use of derivatives (options) in managed accounts and manages a relatively large asset base with a three-advisor team, which together shape a service model that differs from many peers.
Client services
Fee options
$0.00 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000+: 0.60%
$150 per hour for tax preparation services (negotiable)
Account minimum: $300,000 Minimum fee: $3,000 minimum annual fee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Robbins Wealth Management
3939 West Ridge Road, Suite C2
Erie PA 16506-1887, United States
Number of offices
4
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")