Rubicon Wealth Management, LLC

Rubicon Wealth Management, LLC (CRD# 40130) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $183,205,135 in 460 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
    183
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $398,272
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 - 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 38 years of experience in the finance industry.

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