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QUBERA WEALTH MANAGEMENT
QUBERA WEALTH MANAGEMENT INC
CRD 161389
35 NORTH LAKE AVENUE, SUITE 710, PASADENA, CA, 91101, United States
Phone
323-999-1095
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.6M
Discretionary AUM
$52.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $14.7M |
| High net worth individuals | 33 | $37.9M |
All web addresses on file
Official SEC filing: View on IAPD