QUBERA WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$52.6M
Discretionary
$52.6M
100% of AUM
Avg account
$177K
Accounts
298
Employees
1
Advisory reps
1

Firm details

Headquarters
PASADENA, California
CRD number
161389
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI71.97%
  • Individuals28.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Qubera Wealth Management is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its core advisory services. Qubera identifies itself as a capital allocator, indicating it builds portfolios using third‑party managers in addition to in‑house choices. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 10%, Exchange Traded Equities 6%, Private Funds 5%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities6%
  • Private Funds5%

Contacts

1 of 1
  • NIRAV DESAI

    Financial AdvisorCRD 6027550

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
35 N Lake Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth