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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ROBBINS WEALTH MANAGEMENT

ROBBINS FINANCIAL ADVISORY SERVICE INC, CRD 106088

ERIE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:165df269-bf32-411e-ba29-0dc76b829d3b

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 17, 2012 to Jul 29, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $242MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $15.1M
Private client RAUM: $242MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $80.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 374
Individual clients: 78
High net worth clients: 61
Custody, client assets: $25.4M
SEC number: 801-38204
CRD: 106088
Filings on the tape: 39
First filed: Feb 17, 2012
Latest filed: Jul 29, 2026
Organised: Corporation, PA
Website: investrwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES HARRISON ROBBINS	Certified Financial Planner	ERIE, PA \| Summerville, SC	35	43	n/a	no
ERIC JAMES ROBBINS	Certified Financial Planner\|Chartered Financial Analyst	ERIE, PA \| Summerville, SC	23	23	n/a	no
RUSSELL IAN MERWICK	n/a	Erie, PA \| ERIE, PA	12	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROBBINS, JAMES, HARRISON	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	03/1991	Feb 17, 2012	Mar 21, 2024
ROBBINS, JANICE, KAY	Owner	D	no	09/1990	Mar 9, 2015	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$242M	$15.1M	3	3	3	n/a	n/a
2024	Mar 13, 2025	$221M	$20.7M	3	3	3	n/a	n/a
2023	Mar 12, 2024	$200M	$19.0M	3	3	0	n/a	n/a
2022	Mar 8, 2023	$169M	$15.9M	3	3	0	n/a	n/a
2021	Mar 14, 2022	$182M	$19.0M	3	3	0	n/a	n/a
2020	Mar 10, 2021	$171M	$17.9M	3	3	0	n/a	n/a
2019	Mar 12, 2020	$148M	$10.1M	3	3	0	n/a	n/a
2018	Jan 31, 2019	$113M	$8.4M	3	3	0	n/a	n/a
2017	Feb 25, 2018	$123M	$7.9M	3	3	0	n/a	n/a
2016	Jan 18, 2017	$108M	$8.0M	3	3	n/a	n/a	n/a
2015	Mar 2, 2016	$110M	$19.1M	3	3	n/a	n/a	n/a
2014	Mar 9, 2015	$124M	$111M	4	4	n/a	n/a	n/a
2013	Mar 10, 2014	$119M	$2.1M	4	4	n/a	n/a	n/a
2012	Feb 22, 2013	$117M	$0	3	3	n/a	n/a	n/a
2011	Feb 17, 2012	$111M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$242M	$221M	9.4%	$169M	12.6%	3	3	3	3

Relationships

Registered with (4)

← RUSSELL IAN MERWICKAdvisorregistration: current employment
Apr 7, 2014 to presentfactForm ADV
← ERIC JAMES ROBBINSAdvisorregistration: current employment
Nov 28, 2002 to presentfactForm ADV
← JAMES HARRISON ROBBINSAdvisorregistration: current employment
Mar 12, 1991 to presentfactForm ADV
← DANIEL MICHAEL DOYLEAdvisorregistration: previous registration
Sep 4, 2013 to Nov 5, 2014factForm ADV

Controls (1)

← ROBBINS, JAMES, HARRISONOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 17, 2012 to Mar 21, 2024factForm ADV

Owns (1)

← ROBBINS, JANICE, KAYOwnerOWNER, ownership code D, individual
Mar 9, 2015 to Mar 21, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:165df269-bf32-411e-ba29-0dc76b829d3b
First observed: Feb 17, 2012
Last observed: Jul 29, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBBINS WEALTH MANAGEMENT

ROBBINS FINANCIAL ADVISORY SERVICE INC, CRD 106088

ERIE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:165df269-bf32-411e-ba29-0dc76b829d3b

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES HARRISON ROBBINS

Certified Financial Planner

ERIE, PA | Summerville, SC

n/a

ERIC JAMES ROBBINS

Certified Financial Planner|Chartered Financial Analyst

ERIE, PA | Summerville, SC

n/a

RUSSELL IAN MERWICK

n/a

Erie, PA | ERIE, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROBBINS, JAMES, HARRISON

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

03/1991

Feb 17, 2012

Mar 21, 2024

ROBBINS, JANICE, KAY

Owner

09/1990

Mar 9, 2015

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$242M

$15.1M

n/a

2024

Mar 13, 2025

$221M

$20.7M

n/a

2023

Mar 12, 2024

$200M

$19.0M

n/a

2022

Mar 8, 2023

$169M

$15.9M

n/a

2021

Mar 14, 2022

$182M

$19.0M

n/a

2020

Mar 10, 2021

$171M

$17.9M

n/a

2019

Mar 12, 2020

$148M

$10.1M

n/a

2018

Jan 31, 2019

$113M

$8.4M

n/a

2017

Feb 25, 2018

$123M

$7.9M

n/a

2016

Jan 18, 2017

$108M

$8.0M

n/a

2015

Mar 2, 2016

$110M

$19.1M

n/a

2014

Mar 9, 2015

$124M

$111M

n/a

2013

Mar 10, 2014

$119M

$2.1M

n/a

2012

Feb 22, 2013

$117M

n/a

2011

Feb 17, 2012

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$242M

$221M

9.4%

$169M

12.6%