Robbins Wealth Management, LLC
RIASEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$268K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153137
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.16%
- HNWI46.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robbins Wealth Management, LLC is an owner-operated limited liability company that provides fee-based portfolio management for individual and family clients. The firm charges a percentage-of-assets fee and focuses on discretionary wealth management rather than institutional consulting or capital allocation. Its advisory work is described as portfolio management for individuals and small businesses, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- Derivatives15%
- Investment Grade Corp Bonds5%
Contacts
1 of 1Brian Robbins
Investment Advisor RepresentativeCRD 5762568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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