Overview
Assets Under Management: $231 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 115
Average Client Assets: $2.0 million
Frequently Asked Questions
RUBICON WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #40130), RUBICON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RUBICON WEALTH MANAGEMENT, LLC is headquartered in BLUE BELL, PA.
RUBICON WEALTH MANAGEMENT, LLC serves 115 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, RUBICON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RUBICON WEALTH MANAGEMENT, LLC manages $231 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, RUBICON WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.0 million
Total Client Accounts: 486
Discretionary Accounts: 173
Non-Discretionary Accounts: 313
Regulatory Filings
CRD Number: 40130
Filing ID: 1829587
Last Filing Date: 2024-03-05 16:42:00