Rubicon Wealth Management, LLC

Rubicon Wealth Management, LLC (CRD# 40130) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $232,343,269 in 793 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
50 Monument Road, Suite 225, Bala Cynwyd, PA 19004
http://www.rubiconwealth.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $292,993
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA

Financial Advisors at Rubicon Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Mason, financial advisor Bala Cynwyd PA
Scott J. Mason
CRD#: 1023965
50 Monument Road, Suite 225, Bala Cynwyd, PA 19004
93
Wealthminder
score

Scott Mason (CRD# 1023965) is an Investment Advisor Representative working at Rubicon Wealth Management, LLC in Bala Cynwyd, PA and has over 35 years of experience in the finance industry.

2
Jeffrey Leber, financial advisor Bala Cynwyd PA
Jeffrey A. Leber
CRD#: 5497074
50 Monument Road, Suite 225, Bala Cynwyd, PA 19004
90
Wealthminder
score

Jeffrey Leber (CRD# 5497074) is an Investment Advisor Representative working at Rubicon Wealth Management, LLC in Bala Cynwyd, PA and has 1 year of experience in the finance industry. Jeffrey Leber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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