Werba Rubin Wealth Management, LLC

Werba Rubin Wealth Management, LLC (CRD# 139237) is a financial advisory firm headquartered in San Jose, CA. They manage $327,634,082 in 775 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $422,754
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Werba Rubin Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Pamela S. Hedblad
CRD#: 4531801
1550 Leigh Avenue, San Jose, CA 95125
93
Wealthminder
score

Pamela Hedblad (CRD# 4531801) is an Investment Advisor Representative working at Werba Rubin Wealth Management, LLC in San Jose, CA and has over 15 years of experience in the finance industry.

2
John C. Pfahnl
CRD#: 3246089
333 W Santa Clara, Suite 900, San Jose, CA 95113
93
Wealthminder
score

John Pfahnl (CRD# 3246089) is an Investment Advisor Representative working at Werba Rubin Wealth Management, LLC in San Jose, CA and has over 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.