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 13 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 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.