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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 Oct 2, 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
- Website
- https://www.wrpwealth.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 648 | 677 | increased by29 |
| Apr 1, 2026 | AUM | $1,129,509,616 | $1,400,921,673 | increased by$271,412,057 |
| Apr 1, 2026 | Accounts | 1,939 | 2,105 | increased by166 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 15 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 513 | 648 | increased by135 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $780,400,000 | $1,129,509,616 | increased by$349,109,616 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,466 | 1,939 | increased by473 |
| Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Employees | 4 | 7 | increased by3 |
| Apr 1, 2022 | AUM | $703,893,000 | $780,400,000 | increased by$76,507,000 |
| Apr 1, 2022 | Accounts | 1,415 | 1,466 | increased by51 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WERBA RUBIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WERBA RUBIN” may also match similarly-named firms). Confirm identity against each filing.
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.