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WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD 139237 · SEC 801-66794
1732 NORTH 1ST STREET, SUITE 220, SAN JOSE, CA, 95112, United States
Phone
(408) 217-2000
Fax
(408) 217-2000
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.37B
Team
18 total employees; 9 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 355 | $174.4M |
| High net worth individuals | 315 | $1.18B |
| Charitable organizations | 4 | $47.4M |
| Corporations/business entities | 3 | $1.6M |
States served
AZ, CA, IL, IA, MA, NV, NY, OR, PA, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD