WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,400,921,673
Discretionary
$1,372,133,365
Non-discretionary
$28,788,308
Firm details
- CRD number
- 139237
- SEC file number
- 801-66794
- Main office
- SAN JOSE, CA, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.