Investment adviser · CRD 269919
ROBUSTWEALTH, INC.
Investment adviser filing (IA)
LAMBERTVILLE, NJ, United States · Form ADV filed Jul 1, 2021
- Regulatory AUM
- $856M Form ADV · Item 5.F
- Client accounts
- 6,920 Accounts, not individual clients
- Employees
- 123 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 53 | $855,657,118 | 100.0% |
| Other clients | 11 | $306,627 | 0.0% |
Filing source
Form ADV 1551012 · Jul 1, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 1, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
204 N. UNION STREETLAMBERTVILLE, NJ, 08530, United States
CRD 269919
Filing source
Form ADV 1551012 · Jul 1, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.