Werba Rubin Papier Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated April 27, 2026, reports $1.4B in regulatory assets under management, 18 employees, 2 offices, and 2,105 accounts.
Assets Under Management
$1.4B
Employees
18
Offices
2 offices
Total Clients
677
Primary office
SAN JOSE, CA
1732 NORTH 1ST STREET, SUITE 220, SAN JOSE, CA, United States
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
355
2
HNWI
46.5%
315
3
Charitable
0.6%
4
4
Corporations
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 27, 2026
Discretionary97.9%
$1.4B
98% of total RAUM97.9%
Non-discretionary2.1%
$29M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts2,105
10Y AUM Change+$1.0B (+290.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee38:1
10Y Employee Change+16 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.