RUBICON WEALTH MANAGEMENT, LLC

BLUE BELL, Pennsylvania·1 registered advisor·CRD# 40130

SEC# 801-511270610-668-4615

Firm Overview

AUM

$231M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Compensation

Percentage of AUM

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at RUBICON WEALTH MANAGEMENT, LLC

1 registered advisor

Scott Jeffrey Mason

BLUE BELL, Pennsylvania

CRD# 1023965

Office Locations

BLUE BELL, Pennsylvania

1 advisor

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Data sourced from SEC Form ADV filings. RUBICON WEALTH MANAGEMENT, LLC (CRD# 40130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.