Overview
Assets Under Management: $1.1 billion
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 296
Average Client Assets: $3 million
Frequently Asked Questions
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139237), WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is headquartered in SAN JOSE, CA.
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC serves 296 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is ranked #242 by Forbes in 2025. Learn more about these rankings ↓
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 242
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,939
Discretionary Accounts: 1,799
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 139237
Filing ID: 2034825
Last Filing Date: 2025-12-19 12:06:51
Website: 3