Unclaimed Profile

Alan Bruce Werba

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, California

SIE, Series 1, Series 7, Series 24, Series 27, Series 63, Series 65CFPClean record27 years registeredWERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

1732 NORTH 1ST STREET, SAN JOSE, CA 95112CRD# 837358Firm CRD# 139237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Bruce Werba · SAN JOSE, CA

Registration

CRD #837358 · WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Jan 2007 – present

LWI FINANCIAL INC.

Jan 1999 – Dec 2016

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

CRD 139237 · SEC 801-66794

AUM

$1.1B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Alan Bruce Werba offer?

Alan Bruce Werba specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Alan Bruce Werba's credentials?

Alan Bruce Werba holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alan Bruce Werba located?

Alan Bruce Werba 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 Alan Bruce Werba charge for services?

Alan Bruce Werba'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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