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Building 2WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Map pinSAN JOSE, CA
Phone(408) 217-2000
NotebookSEC #801-66794
Total AUM
$1.4B
Employees
18
Clients
677

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1732 NORTH 1ST STREET
SUITE 220
SAN JOSE
CA 95112
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(408) 217-2000
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,105
Discretionary
$1.4B
Accounts
119
Non-Discretionary
$28.8M
Accounts
1,986

ContactClients

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Individual Clients
355
AUM
$174.4M
HNW Individual Clients
315
AUM
$1.2B
Charitable Organization Clients
4
AUM
$47.4M
Corporation or Business Clients
3
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILMANHNVNYORPATNTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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