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WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

SAN JOSE, CA · CRD 139237 · IAPD ↗ · (408) 217-2000

$1.40BRegulatory AUM
9Advisory reps
18Employees
3Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2026 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC notice-filed in FL, IL, NH, NY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2026 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2025 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
February 2025 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
December 2024 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($854.3M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2024 — WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.