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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2010
- Office Locations
- 1
Office Locations
About Robbins Wealth Management, LLC
Robbins Wealth Management (RWM) is an independent, fee-based firm providing wealth management, investment management, and retirement planning for families, high net worth individuals, and trusts. The firm specializes in non-discretionary management where no trading occurs without prior verbal client authorization. Portfolios are commonly implemented with ETFs, alongside cash and some derivatives exposure.
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Owner & Executives
BRIAN ERIC ROBBINS
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5762568
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,156,115 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,156,115 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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