# RUBICON WEALTH MANAGEMENT, LLC

RUBICON WEALTH MANAGEMENT, LLC of BLUE BELL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 40130
- Type: SEC-registered investment adviser
- SEC file number: 801-51127
- Location: 980 JOLLY RD, SUITE 115, BLUE BELL, PA, 19422
- Phone: 610-668-4615
- Latest filing: 2024-03-05
- Regulatory AUM: $231.1M
- Discretionary AUM: $77.1M
- Non-discretionary AUM: $153.9M
- Clients: 3
- Accounts: 486

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/40130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/40130/similar
- Related entities: https://search.stillhousedata.com/firm/40130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/40130

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.