# Robbins Wealth Management

Robbins Wealth Management is a Bank / Wealth / Trust based in Erie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Erie, United States
- **Region:** North America
- **Address:** 3939 West Ridge Road, Suite C-2, Erie, PA 16506, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** investrwm.com
- **LinkedIn:** linkedin.com/company/robbins-wealth-management-llc

## Regulatory record

- **CRD number:** 106088
- **SEC file number:** 801-38204
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106088

## About

Robbins Wealth Management launched in 1990 as an independent, fee-based investment advisor in Erie, Pennsylvania. The firm serves individuals, high-net-worth families, trusts, and businesses across the Erie and Cleveland metropolitan areas, operating as a registered investment advisor rather than a broker-dealer. The firm's primary structural distinction is its emphasis on non-discretionary management. Clients retain final say on every trade; no assets move without prior verbal authorization. This posture appeals to individuals who want professional portfolio oversight but are unwilling to surrender control. RWM lists discretionary management as an alternative option, and its website highlights a specialization in options strategies as a core capability. Beyond portfolio construction, the practice offers financial planning and retirement advisory services. Team size and assets under management are not publicly disclosed. The firm operates from its headquarters on West Ridge Road in Erie, with a stated presence in Cleveland, Ohio. Leadership biographies, named principals, and organizational structure remain absent from both the firm's website and public filings, constraining any independent assessment of succession planning or institutional depth. RWM occupies a niche where the governance model is the differentiator. By structuring the advisory relationship around client pre-approval of every transaction, the firm functionally operates as an outsourced investment committee that cedes veto power to the principal, a governance design more commonly seen in single-family office mandates than in open-market wealth management practices.

## Offices

- Cleveland, OH, United States

## Questions

### How does Robbins Wealth Management structure its client relationships?

RWM offers both discretionary and non-discretionary arrangements, but its stated niche is non-discretionary management. Under that structure, no trading occurs in a client's account without prior verbal authorization, meaning the client retains final say on every asset selection and transaction. This is designed for individuals who want professional management without ceding control.

### Who runs investment decisions at Robbins Wealth Management?

The firm states its advisors have over 50 years of combined experience in the financial industry, but no named principals, CIO, or portfolio managers appear on the website or in available public sources. The organizational structure, including who holds decision-making authority on investment policy, is not disclosed.

### What is RWM's geographic footprint?

The firm is headquartered in Erie, Pennsylvania, and states it serves the Cleveland, Ohio area as well. It identifies those two metro regions as its primary service territory, with no mention of additional offices or client concentrations elsewhere.

## Related profiles

- [Robbins Farley](https://altss.com/profile/robbins-farley)
- [Robeco](https://altss.com/profile/robeco)

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Last updated: 2026-06-03T20:00:00.000Z

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