R
Robin Lee Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Robin Lee Wealth Management provides investment advisory and financial planning services to individuals and families, including students and recent immigrants, with advice typically implemented using low-cost ETFs and mutual funds. The brochure notes the firm does not sponsor a wrap program or hold client assets; client accounts are maintained at independent custodians and advice is tailored to each client’s goals, time horizon, and risk tolerance.
The firm describes a disciplined approach centered on strategic asset allocation and broadly diversified ETFs/mutual funds, with investment selection informed by cost, tracking error, liquidity, and tax considerations. Portfolios may be managed on either a discretionary or non-discretionary basis, are reviewed at least annually or upon material changes, and clients receive periodic performance reporting.
Distinctive elements in the Form ADV include offering multiple billing options such as asset-based fees, flat-fee financial plans, and hourly consulting—a billing method that is uncommon for advisers registered as investment managers. The brochure also reflects that the firm was established in 2025, reports no assets under management in its filing, and highlights leadership with recent quantitative finance experience and a master’s-level background in financial mathematics.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Demographic focus
Young Professionals
Fee options
$750 – $2,500 depending on complexity
1.00% annually
$200/hour
Main office location
Robin Lee Wealth Management
Irvine CA, United States
Number of offices
1
Most active in
Robin Lee Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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