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 $569,338,261 in 445 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    569
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $1,279,412
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
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, MA, NV, TX, WA

Financial Advisors at Werba Rubin Papier Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Aaron M. Rubin
CRD#: 5513214
10 Almaden Boulevard, 15th Floor, San Jose, CA 95113
96
Wealthminder
score

Aaron Rubin (CRD# 5513214) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 10 years of experience in the finance industry. Aaron Rubin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alan B. Werba
CRD#: 837358
10 Almaden Boulevard, 15th Floor, San Jose, CA 95113
96
Wealthminder
score

Alan Werba (CRD# 837358) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 35 years of experience in the finance industry. Alan Werba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 Papier Wealth Management, LLC in San Jose, CA and has over 15 years of experience in the finance industry.

4
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 Papier Wealth Management, LLC in San Jose, CA and has over 18 years of experience in the finance industry.

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