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).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • 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
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 J. Mason
CRD#: 1023965
980 Jolly Rd, Suite 115, Blue Bell, PA 19422

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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