Rubicon Wealth Management, LLC
Rubicon Wealth Management, LLC (CRD# 40130) is a financial advisory firm headquartered in Blue Bell, PA. They manage $231,069,823 in 486 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Rubicon Wealth Management, LLC
By the Numbers
-
Total Assets Under Management231MILLION
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Total Number of Accounts486ACCOUNTS
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Average Account Value$475,452
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
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 Blue Bell, PA and has over 42 years of experience in the finance industry.
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