WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
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
FINTRXOverview
Werba Rubin Papier Wealth Management, LLC is an independent, SEC-registered RIA organized as an LLC and established in 2006. The firm operates as a capital allocator for both individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, and pension consulting. The firm is not positioned as an ESG-focused allocator. Two recognition items appear in public filings: the firm was listed among Financial Times’ Top 300 RIA Firms in 2020 and was included in Forbes’ America’s Top RIA Firms list in 2023.
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 Funds77%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1MYLOAN LAM
Chief Compliance OfficerCRD 4298788
Contacts
3 of 6JASON PAPIER
Managing PartnerCRD 4979707
ALAN WERBA
PartnerCRD 837358
SCOTT JACOBS
PartnerCRD 2538629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$569M in ETFs
34%
$191M
65%
$378M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $81.5M | 733,306 | 14.33% |
Location
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 1732 N 1st St
- Time zone
- PT (UTC-8)
- Office locations
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