Werba Rubin Papier Wealth Management, LLC is a reputable investment advisory firm headquartered in San Jose, CA, and boasting two offices. With a dedicated team of eight employees, including four experienced investment advisors, the firm offers comprehensive wealth management services. Known for their expertise and commitment, the firm manages an impressive average of $191,820,000 in assets under management per investment advisor, surpassing the industry average.
The compensation structure at Werba Rubin Papier Wealth Management, LLC is diverse, incorporating various methods such as a percentage of assets under management and hou...
See more
Loading...
Assets Under Mgmt
$767.28M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.