RUBICON WEALTH MANAGEMENT, LLC
CRD #40130 SEC #801-51127 BLUE BELL, PA 610-668-4615
SEC Registered
Total AUM
$231.1M
Discretionary
$77.1M
Employees
3
Clients
101
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $231.1M | $77.1M | $153.9M | 3 | 0 |
| Mar 2023 | $220.5M | $192.5M | $28M | 3 | 0 |
| Sep 2022 | $217M | $185.7M | $31.3M | 3 | 0 |
| Mar 2022 | $217M | $185.7M | $31.3M | 3 | 0 |
| Dec 2021 | $203.8M | $176.6M | $27.2M | 3 | 0 |
| Mar 2021 | $203.8M | $176.6M | $27.2M | 3 | 0 |
| Oct 2020 | $183.2M | $162.3M | $20.9M | 3 | 1 |
| Jun 2020 | $183.2M | $162.3M | $20.9M | 3 | 1 |
| Mar 2020 | $183.2M | $162.3M | $20.9M | 3 | 1 |
| Mar 2019 | $172.7M | $145.7M | $27M | 3 | 0 |
| Jun 2018 | $194.2M | $142.4M | $51.8M | 3 | 0 |
| Mar 2018 | $194.2M | $142.4M | $51.8M | 3 | 0 |
| Mar 2017 | $193.5M | $165.7M | $27.8M | 3 | 132 |
| Oct 2016 | $232.3M | $208.5M | $23.8M | 4 | 150 |
| Mar 2016 | $232.3M | $208.5M | $23.8M | 4 | 150 |
| Mar 2015 | $231.3M | $208.7M | $22.6M | 4 | 150 |
| Apr 2014 | $222.2M | $197.6M | $24.5M | 3 | 666 |
| Feb 2014 | $222.2M | $197.6M | $24.5M | 3 | 666 |
| Jan 2013 | $199.1M | $179.4M | $19.7M | 3 | 666 |
| Mar 2012 | $169.6M | $149.8M | $19.8M | 1 | 110 |
| Mar 2011 | $244M | $151.2M | $92.8M | 5 | -- |
| Mar 2011 | $139.9M | $135.9M | $4M | 5 | -- |
| Jan 2010 | $138.8M | $134.7M | $4.1M | 5 | -- |
| Sep 2009 | $138.8M | $134.7M | $4.1M | 5 | -- |
| Feb 2007 | $154.7M | $130.7M | $24.1M | 5 | -- |
| Feb 2006 | $101M | $101M | $0 | 5 | -- |
| Jan 2006 | $109.5M | $109.5M | $0 | 5 | -- |
| Jan 2006 | $109.5M | $109.5M | $0 | 5 | -- |
| Sep 2005 | $109.5M | $109.5M | $0 | 5 | -- |
| Apr 2004 | $127.1M | $113.8M | $13.3M | 5 | -- |
DateMar 2024
Total AUM$231.1M
Discretionary$77.1M
Non-Disc.$153.9M
Employees3
Clients0
DateMar 2023
Total AUM$220.5M
Discretionary$192.5M
Non-Disc.$28M
Employees3
Clients0
DateSep 2022
Total AUM$217M
Discretionary$185.7M
Non-Disc.$31.3M
Employees3
Clients0
DateMar 2022
Total AUM$217M
Discretionary$185.7M
Non-Disc.$31.3M
Employees3
Clients0
DateDec 2021
Total AUM$203.8M
Discretionary$176.6M
Non-Disc.$27.2M
Employees3
Clients0
DateMar 2021
Total AUM$203.8M
Discretionary$176.6M
Non-Disc.$27.2M
Employees3
Clients0
DateOct 2020
Total AUM$183.2M
Discretionary$162.3M
Non-Disc.$20.9M
Employees3
Clients1
DateJun 2020
Total AUM$183.2M
Discretionary$162.3M
Non-Disc.$20.9M
Employees3
Clients1
DateMar 2020
Total AUM$183.2M
Discretionary$162.3M
Non-Disc.$20.9M
Employees3
Clients1
DateMar 2019
Total AUM$172.7M
Discretionary$145.7M
Non-Disc.$27M
Employees3
Clients0
DateJun 2018
Total AUM$194.2M
Discretionary$142.4M
Non-Disc.$51.8M
Employees3
Clients0
DateMar 2018
Total AUM$194.2M
Discretionary$142.4M
Non-Disc.$51.8M
Employees3
Clients0
DateMar 2017
Total AUM$193.5M
Discretionary$165.7M
Non-Disc.$27.8M
Employees3
Clients132
DateOct 2016
Total AUM$232.3M
Discretionary$208.5M
Non-Disc.$23.8M
Employees4
Clients150
DateMar 2016
Total AUM$232.3M
Discretionary$208.5M
Non-Disc.$23.8M
Employees4
Clients150
DateMar 2015
Total AUM$231.3M
Discretionary$208.7M
Non-Disc.$22.6M
Employees4
Clients150
DateApr 2014
Total AUM$222.2M
Discretionary$197.6M
Non-Disc.$24.5M
Employees3
Clients666
DateFeb 2014
Total AUM$222.2M
Discretionary$197.6M
Non-Disc.$24.5M
Employees3
Clients666
DateJan 2013
Total AUM$199.1M
Discretionary$179.4M
Non-Disc.$19.7M
Employees3
Clients666
DateMar 2012
Total AUM$169.6M
Discretionary$149.8M
Non-Disc.$19.8M
Employees1
Clients110
DateMar 2011
Total AUM$244M
Discretionary$151.2M
Non-Disc.$92.8M
Employees5
Clients--
DateMar 2011
Total AUM$139.9M
Discretionary$135.9M
Non-Disc.$4M
Employees5
Clients--
DateJan 2010
Total AUM$138.8M
Discretionary$134.7M
Non-Disc.$4.1M
Employees5
Clients--
DateSep 2009
Total AUM$138.8M
Discretionary$134.7M
Non-Disc.$4.1M
Employees5
Clients--
DateFeb 2007
Total AUM$154.7M
Discretionary$130.7M
Non-Disc.$24.1M
Employees5
Clients--
DateFeb 2006
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$127.1M
Discretionary$113.8M
Non-Disc.$13.3M
Employees5
Clients--