Werba Rubin Papier Wealth Management, LLC

Financial planning in San Jose, CA

SEC registeredNo commissions reported

Call (408) 217-2000 Send a message Map ↗

Public-record details

Address: 1732 North 1st Street, Suite 220, San Jose, CA 95112
Phone: (408) 217-2000
Listed under: Financial planning, % of assets managed, Retirement plan consulting
CRD number: 139237
Registration: SEC registered since 2006-06-02
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $1.4 billion
Accounts managed: 2,105
Clients reported (Form ADV 5.D): 677
Individual / high-net-worth clients: 355 / 315
Employees: 18
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-08-06

SEC registered investment adviser, CRD 139237, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 139237 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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