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Robb Weiland

26 Years of Experience
Austin, TX

Robb Weiland is a registered investment advisor at Main Management, LLC, based in Austin, TX, with 26 years of industry experience. Robb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 231 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
231 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

Maximum fee for SMA accounts managed directly. Fees may vary based on asset levels, relationships, and account type. Wrap fee programs may have fees up to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Main Management, LLC
August 2019 - Present · 6 yrs 8 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
March 2022 - June 2022 · 3 mos
Ceros Financial Services, INC.Broker
December 2019 - March 2022 · 2 yrs 3 mos
Dunham & Associates Investment Counsel, INC.Broker
August 2009 - April 2019 · 9 yrs 8 mos
Dunham & Associates Investment Counsel, INC.
August 2009 - April 2019 · 9 yrs 8 mos
Ing Investment Management CO.
April 2008 - November 2008 · 7 mos
Ing Funds Distributor, LLCBroker
January 2004 - November 2008 · 4 yrs 10 mos
Spelman & CO., INC.Broker
December 2001 - April 2003 · 1 yr 4 mos
Sentra Securities CorporationBroker
November 2001 - April 2003 · 1 yr 5 mos
Sunamerica Securities, INC.Broker
May 1999 - April 2003 · 3 yrs 11 mos
Mony Securities CorporationBroker
September 1998 - March 1999 · 6 mos
Sunamerica Securities, INC.Broker
February 1998 - September 1998 · 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robb Weiland - Financial Advisor | TrueAdvisor