Wealth manager, independent · SAN Jose, CA
Werba Rubin Papier Wealth Management, LLC
SEC-registered investment adviser · CRD 139237 · SEC 801-66794
At a glance
Werba Rubin Papier Wealth Management, LLC is an SEC-registered investment adviser based in SAN Jose, California, with $1.4B in regulatory assets under management as of its Form ADV filed August 6, 2026. It reports 670 individual clients, 315 of them high-net-worth, holding an average of about $2.0 million each, and 18 employees. That ranks it 790th among the nation’s 5,657 independent wealth management RIAs and 94th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 408-217-2000wrpwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #790 of 5,657
- Rank among all SEC RIAs
- #4,451 of 17,210
- Rank in California
- #94 of 714
- Individual clients
- 670
- High-net-worth clients
- 315
- Accounts
- 2,105
- Discretionary
- 98% of AUM
- Employees
- 18
- Advisory staff
- 9
- Offices
- 6
Owners and executives on its Form ADV
- Alan B. WerbaMember
- Jason R. PapierManaging Member
- Aaron M. RubinMember
- My L. LamCCO
- Scott B. JacobsMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Werba Rubin Papier Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 315 | $1.2B | 84% |
| Individuals | 355 | $174M | 12% |
| Charitable organizations | 4 | $47M | 3% |
| Corporations or other businesses | 3 | $2M | <1% |
Disciplinary disclosures
Werba Rubin Papier Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗wrpwealth.com ↗
AtlasMembers
The full record on Werba Rubin Papier Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,658 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Eclectic Associates, Inc.Fullerton | $1.5B | 1,207 |
| Serenus Wealth Advisors, LLCSanta Monica | $1.5B | 141 |
| Valley Wealth Strategies, LLCLodi | $1.4B | 3,966 |
| Elyxium Wealth LLCBeverly Hills | $1.4B | 56 |
| Cascade Financial Partners, LLCSAN Diego | $1.4B | 283 |
| Kera Capital PartnersSAN Jose | $1.4B | 310 |
Background
Questions
How much does Werba Rubin Papier Wealth Management, LLC manage?
Werba Rubin Papier Wealth Management, LLC reports $1.4B in regulatory assets under management across 2,105 accounts, 98% of it on a discretionary basis, on its Form ADV filed August 6, 2026.
How many clients does Werba Rubin Papier Wealth Management, LLC have?
It reports 670 individual clients: 315 high-net-worth individuals and 355 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Werba Rubin Papier Wealth Management, LLC headquartered?
Its main office is in SAN Jose, California. It reports 6 offices in total and 18 employees, 9 of whom perform investment advisory functions.
How does Werba Rubin Papier Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Werba Rubin Papier Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed August 6, 2026, it reports these amounts held: Charles Schwab ($1.2B); Fidelity ($177M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Werba Rubin Papier Wealth Management, LLC a hybrid RIA with a broker-dealer?
Werba Rubin Papier Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Werba Rubin Papier Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Werba Rubin Papier Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Werba Rubin Papier Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →