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Werba Rubin Papier Wealth Management, LLC

● SEC registered since 2006CRD 139237SEC# 801-66794San Jose, CA
Export (members)
Reg. AUM
$1.13B
Employees
15
Accounts
1,939
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 $1.1 billion in regulatory assets under management and employs 15 people.
www.facebook.com/wrpwealthView on SEC.gov ↗

Werba Rubin Papier Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Aaron Michael Rubin ControlMember25-50%2017
Alan Bruce Werba ControlMember25-50%2017
Jason Robert Papier ControlManaging Member25-50%2017
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Frequently asked questions

How much does Werba Rubin Papier Wealth Management, LLC manage?

Werba Rubin Papier Wealth Management, LLC reports $1.1 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 15 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

Address1732 North 1st Street, Suite 220, San Jose, CA 95112
Phone(408) 217-2000
Fax(408) 217-2000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.1B
Non-discretionary$30.7M
Total (RAUM)$1.13B