WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 139237). Regulatory assets under management: $1.4B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Rubin Michael | MEMBER | Arlington, VA |
| Alan Bruce Werba | MEMBER | — |
| Jason Robert Papier | MANAGING MEMBER | — |
| Aaron Michael Rubin | MEMBER | — |
| My Loan Thi Lam | CCO | — |
| Scott Bradley Jacobs | MEMBER | — |
| Myloan Thi Lam | CCO | — |
| PAPIER JASON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| WERBA ALAN BRUCE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER (+1 more) | — |
| PAPIER JASON ROBERT | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| LAM MYLOAN THI | CCO | — |