Werba Rubin Papier Wealth Management, LLC

Werba Rubin Papier Wealth Management, LLC (CRD# 139237) is a financial advisory firm headquartered in San Jose, CA. They manage $854,257,100 in 1,354 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    854
    MILLION
  • Total Number of Accounts
    1,354
    ACCOUNTS
  • Average Account Value
    $630,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MA, NV, OR, PA, TX, WA

Financial Advisors at Werba Rubin Papier Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Quynh L. Ho
CRD#: 7034192
1732 North 1st Street, Suite 220, San Jose, CA 95112

Quynh Ho (CRD# 7034192) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 5 years of experience in the finance industry.

2
Jason R. Papier
CRD#: 4979707
1732 North 1st Street, Suite 220, San Jose, CA 95112

Jason Papier (CRD# 4979707) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 18 years of experience in the finance industry.

3
Aaron M. Rubin
CRD#: 5513214
1732 North 1st Street, Suite 220, San Jose, CA 95112

Aaron Rubin (CRD# 5513214) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 15 years of experience in the finance industry.

4
Alan B. Werba
CRD#: 837358
1732 North 1st Street, Suite 220, San Jose, CA 95112

Alan Werba (CRD# 837358) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 41 years of experience in the finance industry.

5
Mary Russell
CRD#: 7154392
1732 North 1st Street, Suite 220, San Jose, CA 95112

Mary Russell (CRD# 7154392) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has 1 year of experience in the finance industry.

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