Werba Rubin Papier Wealth Management, LLC
● SEC registered since 2006CRD 139237SEC# 801-66794San Jose, CA
Reg. AUM
$1.4B
Employees
18
Accounts
2,105
Location
San Jose, CA
Werba Rubin Papier Wealth Management, LLC assets under management
Werba Rubin Papier Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Jose, CA. The firm has been registered since 2006. It reports $1.4 billion in regulatory assets under management and employs 18 people.
Werba Rubin Papier Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael Rubin Control | Member | 25-50% | 2017 |
| Alan Bruce Werba Control | Member | 25-50% | 2017 |
| Jason Robert Papier Control | Managing Member | 25-50% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Werba Rubin Papier Wealth Management, LLC manage?
Werba Rubin Papier Wealth Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Werba Rubin Papier Wealth Management, LLC have?
Werba Rubin Papier Wealth Management, LLC reports 18 employees.
Where is Werba Rubin Papier Wealth Management, LLC located?
Werba Rubin Papier Wealth Management, LLC is based in San Jose, CA and has been SEC-registered since 2006.
Does Werba Rubin Papier Wealth Management, LLC disclose fund performance?
Werba Rubin Papier Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1732 North 1st Street, Suite 220, San Jose, CA 95112 |
| Phone | (408) 217-2000 |
| Fax | (408) 217-2000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.37BNon-discretionary $28.8M