Rubin Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

190

Total plan assets

$110.7M

Filings (rows)

Direct comp

$6K

Indirect comp

$46K

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tripp Scott, P.A. Tripp Scott, P.A. 401(k) Plan · all filings	FORT LAUDERDALE, FL	Investment manager	95	$58.7M	$0	$25K
Tripp Scott, P.A. Tripp Scott, P.A. 401(k) Plan · all filings	FORT LAUDERDALE, FL	Investment manager	95	$52.1M	$6K	$21K