RIA Intel›Advisers›California›WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Advisory

N·SAN JOSE, CA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+45.6%

3-Year CAGR

+13.6%

Employees

9

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$29M

Discretionary %97.9%

Total Clients648

Team

Total Employees9

Investment Advisers18

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record34

First FilingJan 8, 2007

Latest FilingApr 27, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.