|
⚲
|
| Rubicon Wealth Management LLC
✚
| |
|---|---|
| CRD # | 40130 |
| SEC # | 801-51127 |
| CIK # | |
| AUM | $231.1 MM (2024-03-05) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 610-668-4615 |
| Address | 980 Jolly Rd Blue Bell, PA 19422 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 115 | 231.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 231.1 |
| By Discretionary | ||
| Discretionary | 173 | 77.1 |
| Non-Discretionary | 313 | 153.9 |
| Total | 486 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.1 | |
| Total | 486 | 231.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Money Management Financial Services LLC
✚
|
NJ | 0.2 |
|
Petros Family Wealth LLC
✚
|
MN | 0.2 |
|
Morton Wealth Advisors
✚
|
MA | 0.2 |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.2 |
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.2 |
|
Sutton Place Investors LLC
✚
|
NY | 0.2 |
|
Capital Financial Consultants Group Inc
✚
|
CA | 0.2 |
|
Blue Investment Management LLC
✚
|
FL | 0.2 |
|
Physician Wealth Solutions Inc
✚
|
NV | 0.2 |
|
Secura Financial LLC
✚
|
CA | 0.2 |