Robbins Wealth Management
Robbins Wealth Management is an SEC-registered wealth manager in Erie, PA with $241.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Robbins Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106088, SEC 801-38204, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $241.7M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Erie, PA
- Employees
- 3
- Clients
- 139
- CRD
- 106088
- Ownership
- ROBBINS, JAMES, HARRISON; ROBBINS, JANICE, KAY; MERWICK, RUSSELL, IAN
How much AUM does Robbins Wealth Management have?
Robbins Wealth Management reported $241.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Robbins Wealth Management?
Disclosed owners and executives of Robbins Wealth Management include ROBBINS, JAMES, HARRISON, ROBBINS, JANICE, KAY, MERWICK, RUSSELL, IAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.