Robbins Wealth Management, LLC

Robbins Wealth Management serves individual and high-net-worth clients and families, offering investment management, portfolio allocation and review, financial consulting, and trading education. The firm provides discretionary management across mutual funds, ETFs, equities, fixed and variable annuities, and a stated specialty in managed-options portfolios, and requires a minimum combined account value as described in its brochure.

The firm’s investment approach blends a research-driven, personalized needs analysis with a pronounced focus on options-based strategies—principally vertical put credit spreads, unbalanced butterflies, and investments in structured options-based ETFs with predefined outcome periods. These strategies involve more frequent trading, short-term capital-gains exposure and specific operational risks (option assignment, leverage and sensitivity to entry timing on structured ETFs), and the brochure describes client consultation and trade-management practices intended to address those risks.

Robbins Wealth Management reports managing roughly $6.16 million for a small client base and states that 100% of client assets are managed on a discretionary basis, which concentrates decision authority with the firm. The brochure also discloses that the firm’s principal is employed in a non-investment role at a health system (about 65% of his time), that Interactive Brokers is the recommended custodian, and that the firm does not vote client proxies—operational features prospective clients may want to consider.