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).
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Total Assets Under Management854MILLION
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Total Number of Accounts1,354ACCOUNTS
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Average Account Value$630,914
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, MA, NV, OR, PA, TX, WA
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.
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.
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.
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.
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.