RUBICON WEALTH MANAGEMENT, LLC of BLUE BELL, PA is an SEC-registered investment adviser (CRD 40130). Regulatory assets under management: $231.1M.
| Name | Role | Location |
|---|---|---|
| MATT ALBERT CHAPEL | MANAGING DIRECTOR | — |
| MASON SCOTT JEFFREY | MANAGING DIRECTOR; MANAGING MEMBER/PRESIDENT; MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| DAVOL RICHARD MELVYN | MANAGING DIRECTOR | — |
| RAUCH KARL ALFRED | MANAGING DIRECTOR | — |
| LEBER JEFFREY ALLEN | MEMBER/CHIEF COMPLIANCE OFFICER; NON-VOTING MEMBER/CHIEF COMPLIANCE OFFICER | — |