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WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD 139237File 801-66794
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$1.37B
Non-discretionary $28.8M
Clients
677
2,105 accounts
Employees
18
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 2, 2006
- Principal office
- 1732 NORTH 1ST STREET, SUITE 220, SAN JOSE, CA, 95112
- Phone
- (408) 217-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $1.37B
- Non-discretionary AUM
- $28.8M
- Discretionary accounts
- 119
- Non-discretionary accounts
- 1,986
- Total accounts
- 2,105
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $1.6M |
| Charitable organizations | 4 | $47.4M |
| High net worth individuals | 315 | $1.18B |
| Individuals (other than high net worth individuals) | 355 | $174.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.