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RUBICON WEALTH MANAGEMENT, LLC

BLUE BELL, PA · CRD 40130 · IAPD ↗ · rubiconwealth.com · 610-668-4615

$231.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2024 — RUBICON WEALTH MANAGEMENT, LLC (BLUE BELL, PA) left the SEC roster (was $231.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.