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
Rubicon Wealth Management, LLC
By the Numbers
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Total Assets Under Management217MILLION
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Total Number of Accounts344ACCOUNTS
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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

Registered Investment Advisor
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
1
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.
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