← Tributary

ROBBINS WEALTH MANAGEMENT

ERIE, PA · CRD 106088 · IAPD ↗ · investrwm.com · 814-838-4185

$241.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — ROBBINS WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — ROBBINS WEALTH MANAGEMENT added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.