SourcingSourcing

ROBBINS FINANCIAL ADVISORY SERVICE INC

A65
CRD 106088·SEC 801-38204·ERIE, PA
AUM
$241.7M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$725K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD
106088
SEC file #
801-38204
EIN
—
DBA names
Robbins Wealth Management

Economics

AUM
$241.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$112.5M → $241.7M▲ +115%
Client mix
Individuals Other78
Individuals High Net Worth61

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
ERIE PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
investrwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBBINS, JAMES, HARRISON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ROBBINS, JAMES, HARRISON
ROBBINS, JANICE, KAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTRWM.COM
Rdap Domain Creation Date
2008-05-29T12:42:14Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-29T12:42:14Z
Rdap Domain Last Changed
2025-05-30T12:11:11Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1133425
Trust Company Affiliate
No

People (4)

4
ROBBINS, JAMES, HARRISON
IAR · Direct Owner · 62.5%
1133425
ROBBINS, JANICE, KAY
Direct Owner · 62.5%
6461264
MERWICK, RUSSELL, IAN
IAR · Executive Officer · 2.5%
6243864
ERIC JAMES ROBBINS
IAR
4606856