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Aaron Michael Rubin

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, California
SIE, Series 7, Series 66CFPClean record17 years registeredWERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
1732 NORTH 1ST STREET, SAN JOSE, CA 95112CRD# 5513214Firm CRD# 139237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Michael Rubin · SAN JOSE, CA
Registration
CRD #5513214 · WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
Dec 2008 – present
LWI FINANCIAL INC.
Mar 2009 – Dec 2016
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 2, 2008
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD 139237 · SEC 801-66794
AUM
$1.1B
Regulatory assets under management
Employees
8
1,883 client accounts
Services offered by WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Michael Rubin offer?
Aaron Michael Rubin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.
What are Aaron Michael Rubin's credentials?
Aaron Michael Rubin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aaron Michael Rubin located?
Aaron Michael Rubin is based in SAN JOSE, California, working with WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Aaron Michael Rubin charge for services?
Aaron Michael Rubin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC?
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Jason Robert Papier
SAN JOSE, CA
Alan Bruce Werba
SAN JOSE, CA
CFP

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