QUBERA WEALTH MANAGEMENT
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 161389
- Website
- quberawealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents10%
- Exchange Traded Equities6%
- Private Funds5%
Contacts
1 of 1NIRAV DESAI
Financial AdvisorCRD 6027550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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