Investment adviser · CRD 139237
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SAN JOSE, CA, United States · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $1.4B Form ADV · Item 5.F
- Client accounts
- 2,105 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 315 | $1,177,533,856 | 84.1% |
| Individuals | 355 | $174,393,258 | 12.4% |
| Charities | 4 | $47,360,064 | 3.4% |
| Corporations & businesses | 3 | $1,634,495 | 0.1% |
Filing source
Form ADV 2124414 · Aug 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
1732 NORTH 1ST STREET, SUITE 220SAN JOSE, CA, 95112, United States
CRD 139237
Filing source
Form ADV 2124414 · Aug 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.