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RUBICON WEALTH MANAGEMENT, LLC

980 Jolly Rd
Suite 115
Blue Bell, Pennsylvania 19422
Tel: 610-668-4615

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About RUBICON WEALTH MANAGEMENT, LLC

RUBICON WEALTH MANAGEMENT, LLC, formally registered with the SEC as RUBICON WEALTH MANAGEMENT, LLC. The firm was established in 02/02/1996. They have over 1 offices throughout the country.

RUBICON WEALTH MANAGEMENT, LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $220,497,566 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#40130
SEC#801-51127
Assets Managed by Firm$220,497,566
No. of Clients397
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total397$220,497,566
High net worth individuals129$220,497,566

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