Rubicon Wealth Management, LLC

Rubicon Wealth Management, LLC (CRD# 40130) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $216,965,259 in 344 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
50 Monument Road, Suite 225, Bala Cynwyd, PA 19004
https://www.rubiconwealth.com
By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $630,713
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, NH, NJ, NY, PA

Financial Advisors at Rubicon Wealth Management, LLC
Showing 1 - 1 of 1 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

Scott Mason (CRD# 1023965) is an Investment Advisor Representative working at Rubicon Wealth Management, LLC in Bala Cynwyd, PA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals