Werba Rubin Papier Wealth Management, LLC

RIASEC RegisteredEst. 2006

Total AUM

$1.4B

Discretionary

$1.4B

98% of AUM

Avg account

$666K

Accounts

2,105

Employees

Advisory reps

Firm details

Headquarters: San Jose, California
CRD number: 139237
Registered since: June 2, 2006
Website: www.wrpwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI84.05%
Individuals12.45%
Charitable Organizations3.38%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Werba Rubin Papier Wealth Management, LLC is an independent, advisor-owned RIA that acts as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive wealth services including financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation is fee-based on a percentage of assets under management. Werba Rubin Papier does not position itself as an ESG-focused investor and is not registered as a multi-state adviser. The firm was founded in 2006 and has been recognized in industry lists: a Financial Times Top 300 RIA Firms mention in 2020 and a placement on Forbes’ America's Top RIA Firms list in 2023. Werba Rubin Papier works with outside professional partners such as accountants, law firms and real estate brokers to support client needs.