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WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
SAN JOSE, California
·
4 registered advisors
·
CRD# 139237
SEC# 801-66794
1
(408) 217-2000
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
4 registered advisors
Aaron Michael Rubin
SAN JOSE, California
CRD# 5513214
Alan Bruce Werba
SAN JOSE, California
CRD# 837358
Jason Robert Papier
SAN JOSE, California
CRD# 4979707
Myloan Thi Lam
SAN JOSE, California
CRD# 4298788
05
Office Locations
SAN JOSE, California
4 advisors
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Data sourced from SEC Form ADV filings. WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC (CRD# 139237) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.