ROBBINS WEALTH MANAGEMENT

Overview

Robbins Wealth Management is an independent, SEC-registered advisory corporation focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates as a fee-based advisor using a mix of percentage-of-AUM, hourly, and fixed-fee billing. Its practice profile and ADV indicate an emphasis on working with clients who prefer adviser guidance while retaining direct control of many investment decisions; most assets are managed on a non-discretionary basis. Robbins Wealth Management also lists accounting among its business activities, which suggests advisers integrate tax-aware planning into client work. Investment activity centers on public fund wrappers—primarily mutual funds—rather than in-house active security selection. The firm is not positioned as an ESG specialist, and it does not identify as a multi-state or pension consultant advisor. Robbins Wealth Management has been SEC-registered since 1991 and is owned by an individual, operating as a small, relationship-driven RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices