RIA Intelligence

ROBBINS FINANCIAL ADVISORY SERVICE INC

Legal name: ROBBINS WEALTH MANAGEMENT

CRD #106088 SEC #801-38204 ERIE, PA 814-838-4185
SEC Registered
Total AUM
$220.9M
Discretionary
$20.7M
Employees
3
Clients
1
Accounts
372

AUM Over Time

DateNov 2025
Total AUM$220.9M
Discretionary$20.7M
Non-Disc.$200.2M
Employees3
Clients0
DateSep 2025
Total AUM$220.9M
Discretionary$20.7M
Non-Disc.$200.2M
Employees3
Clients0
DateSep 2025
Total AUM$220.9M
Discretionary$20.7M
Non-Disc.$200.2M
Employees3
Clients0
DateSep 2025
Total AUM$220.9M
Discretionary$20.7M
Non-Disc.$200.2M
Employees3
Clients0
DateMar 2025
Total AUM$220.9M
Discretionary$20.7M
Non-Disc.$200.2M
Employees3
Clients0
DateMar 2024
Total AUM$200.1M
Discretionary$19M
Non-Disc.$181.1M
Employees3
Clients0
DateMar 2024
Total AUM$200.1M
Discretionary$19M
Non-Disc.$181.1M
Employees3
Clients0
DateMar 2023
Total AUM$169.3M
Discretionary$15.9M
Non-Disc.$153.3M
Employees3
Clients0
DateMar 2022
Total AUM$181.8M
Discretionary$19M
Non-Disc.$162.8M
Employees3
Clients0
DateNov 2021
Total AUM$170.9M
Discretionary$17.9M
Non-Disc.$153M
Employees3
Clients0
DateMar 2021
Total AUM$170.9M
Discretionary$17.9M
Non-Disc.$153M
Employees3
Clients0
DateJun 2020
Total AUM$147.6M
Discretionary$10.1M
Non-Disc.$137.4M
Employees3
Clients0
DateJun 2020
Total AUM$147.6M
Discretionary$10.1M
Non-Disc.$137.4M
Employees3
Clients0
DateMar 2020
Total AUM$147.6M
Discretionary$10.1M
Non-Disc.$137.4M
Employees3
Clients0
DateJan 2019
Total AUM$112.5M
Discretionary$8.4M
Non-Disc.$104.1M
Employees3
Clients0
DateDec 2018
Total AUM$123.1M
Discretionary$7.9M
Non-Disc.$115.3M
Employees3
Clients0
DateApr 2018
Total AUM$123.1M
Discretionary$7.9M
Non-Disc.$115.3M
Employees3
Clients0
DateFeb 2018
Total AUM$123.1M
Discretionary$7.9M
Non-Disc.$115.3M
Employees3
Clients0
DateApr 2017
Total AUM$107.8M
Discretionary$8M
Non-Disc.$99.8M
Employees3
Clients140
DateFeb 2017
Total AUM$107.8M
Discretionary$8M
Non-Disc.$99.8M
Employees3
Clients140
DateJan 2017
Total AUM$107.8M
Discretionary$8M
Non-Disc.$99.8M
Employees3
Clients140
DateJan 2017
Total AUM$107.8M
Discretionary$8M
Non-Disc.$99.8M
Employees3
Clients140
DateOct 2016
Total AUM$110.5M
Discretionary$19.1M
Non-Disc.$91.3M
Employees3
Clients100
DateMar 2016
Total AUM$110.5M
Discretionary$19.1M
Non-Disc.$91.3M
Employees3
Clients100
DateMar 2016
Total AUM$110.5M
Discretionary$19.1M
Non-Disc.$91.3M
Employees3
Clients100
DateNov 2015
Total AUM$118.5M
Discretionary$45.9M
Non-Disc.$72.6M
Employees4
Clients200
DateJun 2015
Total AUM$124.3M
Discretionary$110.7M
Non-Disc.$13.5M
Employees4
Clients200
DateMar 2015
Total AUM$124.3M
Discretionary$110.7M
Non-Disc.$13.5M
Employees4
Clients200
DateAug 2014
Total AUM$118.6M
Discretionary$2.1M
Non-Disc.$116.5M
Employees4
Clients180
DateMay 2014
Total AUM$118.6M
Discretionary$2.1M
Non-Disc.$116.5M
Employees4
Clients180
DateMar 2014
Total AUM$118.6M
Discretionary$2.1M
Non-Disc.$116.5M
Employees4
Clients180
DateFeb 2014
Total AUM$112.9M
Discretionary$0
Non-Disc.$112.9M
Employees4
Clients200
DateDec 2013
Total AUM$112.9M
Discretionary$0
Non-Disc.$112.9M
Employees4
Clients200
DateNov 2013
Total AUM$112.9M
Discretionary$0
Non-Disc.$112.9M
Employees4
Clients200
DateNov 2013
Total AUM$112.9M
Discretionary$0
Non-Disc.$112.9M
Employees4
Clients200
DateSep 2013
Total AUM$112.9M
Discretionary$0
Non-Disc.$112.9M
Employees4
Clients200
DateFeb 2013
Total AUM$116.5M
Discretionary$0
Non-Disc.$116.5M
Employees3
Clients200
DateFeb 2012
Total AUM$111.5M
Discretionary$0
Non-Disc.$111.5M
Employees1
Clients201
DateFeb 2012
Total AUM$111.5M
Discretionary$0
Non-Disc.$111.5M
Employees1
Clients201
DateAug 2011
Total AUM$99.8M
Discretionary$0
Non-Disc.$99.8M
Employees5
Clients--
DateMar 2011
Total AUM$99.8M
Discretionary$0
Non-Disc.$99.8M
Employees5
Clients--
DateJul 2010
Total AUM$79.4M
Discretionary$2M
Non-Disc.$77.4M
Employees5
Clients--
DateJul 2010
Total AUM$79.4M
Discretionary$2M
Non-Disc.$77.4M
Employees5
Clients--
DateJun 2010
Total AUM$79.4M
Discretionary$2M
Non-Disc.$77.4M
Employees5
Clients--
DateJun 2010
Total AUM$79.4M
Discretionary$2M
Non-Disc.$77.4M
Employees5
Clients--
DateMar 2010
Total AUM$79.4M
Discretionary$2M
Non-Disc.$77.4M
Employees5
Clients--
DateMar 2007
Total AUM$72.7M
Discretionary$2.7M
Non-Disc.$70.1M
Employees5
Clients--
DateApr 2002
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--