A complete list of active advisors currently associated with Robin Lee Wealth Management
Warmer can help you find a great advisor at Robin Lee Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Robin Lee Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 0
|
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