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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBER, JEFFREY, ALLEN | I | NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT | E | Control |
| MASON, SCOTT, JEFFREY | I | PRESIDENT | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
| RUBICON HOLDINGS INCORPORATED | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
| MASON, SCOTT, JEFFREY | I | RUBICON HOLDINGS INCORPORATED | E | Control |
Registrations
Federal
IA
Mar 5, 2024 REGISTERED
Notice Filings (5)
FL NH NJ NY PA
Address
980 JOLLY RDSUITE 115
BLUE BELL, PA 19422
United States
Phone: 610-668-4615