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Home > Retirement Planners > california > san jose > WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
1732 North 1st Street
Suite 220
San Jose, California 95112
Tel: (408) 217-2000
About WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC, formally registered with the SEC as WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC. The firm was established in 06/02/2006. They have over 3 offices throughout the country.
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a San Jose, California based Financial Planning firm with nearly $1,117,452,992 assets under management, offering retirement planning & investment advisory services to 1883 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139237 |
| SEC# | 801-66794 |
| Assets Managed by Firm | $1,117,452,992 |
| No. of Clients | 1883 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1883 | $1,117,452,992 |
| Individuals (other than high net worth individuals) | 346 | $131,086,651 |
| High net worth individuals | 292 | $936,542,780 |
| Charitable organizations | 7 | $48,501,802 |
| Corporations or other businesses | 1 | $1,321,759 |
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