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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Werba Rubin Papier Wealth Management, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Werba Rubin Papier Wealth Management, LLC office in California, by city and A to Z.

The short answer

6 registered advisors work at Werba Rubin Papier Wealth Management, LLC in California, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in San Jose (6). 2 list the CFP designation and 0 are also registered broker representatives.

Werba Rubin Papier Wealth Management, LLC advisors by city in California

Every firm in California →

San Jose 6Oakland 1

Werba Rubin Papier Wealth Management, LLC advisors in California, A to Z

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Questions

How many Werba Rubin Papier Wealth Management, LLC financial advisors are in California?

6 investment adviser representatives are registered at Werba Rubin Papier Wealth Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Werba Rubin Papier Wealth Management, LLC have the most advisors?

San Jose, with 6, then Oakland (1). Werba Rubin Papier Wealth Management, LLC has advisors in 2 cities in California.

How do I check a Werba Rubin Papier Wealth Management, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Werba Rubin Papier Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.