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Aaron Michael Rubin

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, California
Clean recordWERBA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aaron Michael Rubin is a registered financial advisor based in SAN JOSE, California, affiliated with WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5513214
Firm CRD# 139237
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
Myloan Thi Lam
SAN JOSE, CA

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Research
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