SEC Form ADV

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$1.4B
Assets Under Management
3
Total Clients
18
Employees
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Registration Details

Accession
crd-139237
Location
SAN JOSE, CA
Filing Date
June 1, 2026
AUM
$1.4B
Total Clients
3
Institutional Clients
4
Employees
18
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SAN JOSE, CA, managing approximately $1.4B in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.