Robustwealth Inc. is a large advisory firm based in Lambertville. It manages $867.06 million of regulatory assets for 4,745 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Robustwealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and sub-advisor. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robustwealth Inc. is $867.06 million. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Robustwealth Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and other investment advisers. The largest group of clients of Robustwealth is other investment advisers with 76 clients and $864.54 million of assets under management. Among the 6 most similar advisory firms, Robustwealth has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $866.96 million for 95 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Robustwealth doesn't advise any private funds.
The company employs 51 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robustwealth Inc. is owned by John Horvath. Inc. Principal Innovations joined the executive team most recently as the Owner.
The principal office where Robustwealth Inc. performs its advisory services is located at 204 N. Union Street, Lambertville, NJ 08530, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-483-8101. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at robustwealth.com/.