WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD #139237 SEC #801-66794 SAN JOSE, CA (408) 217-2000
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
15
Clients
--
Accounts
1,939
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $30.7M | 15 | 25 |
| Jul 2025 | $1.1B | $1.1B | $30.7M | 15 | 25 |
| Mar 2025 | $1.1B | $1.1B | $30.7M | 15 | 25 |
| Jan 2025 | $1.1B | $1.1B | $34.7M | 8 | 25 |
| Nov 2024 | $1.1B | $1.1B | $34.7M | 8 | 25 |
| Mar 2024 | $854.3M | $854.3M | $0 | 8 | 25 |
| Mar 2024 | $854.3M | $854.3M | $0 | 8 | 25 |
| Feb 2024 | $767.3M | $767.3M | $0 | 9 | 20 |
| Jan 2024 | $767.3M | $767.3M | $0 | 8 | 20 |
| Nov 2023 | $767.3M | $767.3M | $0 | 8 | 20 |
| Aug 2023 | $767.3M | $767.3M | $0 | 8 | 20 |
| Mar 2023 | $767.3M | $767.3M | $0 | 8 | 20 |
| Jan 2023 | $780.4M | $780.4M | $0 | 7 | 0 |
| Sep 2022 | $780.4M | $780.4M | $0 | 8 | 0 |
| Mar 2022 | $780.4M | $780.4M | $0 | 7 | 0 |
| Mar 2021 | $703.9M | $703.9M | $0 | 4 | 10 |
| May 2020 | $642M | $600.1M | $41.9M | 4 | 10 |
| Apr 2020 | $642M | $600.1M | $41.9M | 4 | 10 |
| Mar 2020 | $642M | $600.1M | $41.9M | 4 | 10 |
| Nov 2019 | $551.2M | $551.2M | $0 | 4 | 1 |
| Mar 2019 | $551.2M | $551.2M | $0 | 4 | 1 |
| Jan 2018 | $569.3M | $569.3M | $0 | 3 | 0 |
| Aug 2017 | $522.9M | $142.4M | $380.6M | 3 | 400 |
| Jun 2017 | $522.9M | $142.4M | $380.6M | 3 | 400 |
| Jun 2017 | $522.9M | $142.4M | $380.6M | 3 | 400 |
| Mar 2017 | $359.2M | $0 | $359.2M | 2 | 300 |
| Aug 2016 | $327.6M | $0 | $327.6M | 4 | 300 |
| Mar 2016 | $327.6M | $0 | $327.6M | 4 | 300 |
| Feb 2015 | $336.6M | $0 | $336.6M | 4 | 300 |
| Feb 2014 | $312.4M | $0 | $312.4M | 4 | 300 |
| Mar 2013 | $236.8M | $0 | $236.8M | 4 | 300 |
| Mar 2012 | $213.1M | $0 | $213.1M | 1 | 300 |
| Jan 2011 | $194.2M | $0 | $194.2M | 5 | -- |
| Mar 2008 | $36.3M | $0 | $36.3M | 5 | -- |
| Jan 2007 | $36.4M | $0 | $36.4M | 5 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30.7M
Employees15
Clients25
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30.7M
Employees15
Clients25
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30.7M
Employees15
Clients25
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.7M
Employees8
Clients25
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.7M
Employees8
Clients25
DateMar 2024
Total AUM$854.3M
Discretionary$854.3M
Non-Disc.$0
Employees8
Clients25
DateMar 2024
Total AUM$854.3M
Discretionary$854.3M
Non-Disc.$0
Employees8
Clients25
DateFeb 2024
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees9
Clients20
DateJan 2024
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees8
Clients20
DateNov 2023
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees8
Clients20
DateAug 2023
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees8
Clients20
DateMar 2023
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees8
Clients20
DateJan 2023
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$703.9M
Discretionary$703.9M
Non-Disc.$0
Employees4
Clients10
DateMay 2020
Total AUM$642M
Discretionary$600.1M
Non-Disc.$41.9M
Employees4
Clients10
DateApr 2020
Total AUM$642M
Discretionary$600.1M
Non-Disc.$41.9M
Employees4
Clients10
DateMar 2020
Total AUM$642M
Discretionary$600.1M
Non-Disc.$41.9M
Employees4
Clients10
DateNov 2019
Total AUM$551.2M
Discretionary$551.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2019
Total AUM$551.2M
Discretionary$551.2M
Non-Disc.$0
Employees4
Clients1
DateJan 2018
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$522.9M
Discretionary$142.4M
Non-Disc.$380.6M
Employees3
Clients400
DateJun 2017
Total AUM$522.9M
Discretionary$142.4M
Non-Disc.$380.6M
Employees3
Clients400
DateJun 2017
Total AUM$522.9M
Discretionary$142.4M
Non-Disc.$380.6M
Employees3
Clients400
DateMar 2017
Total AUM$359.2M
Discretionary$0
Non-Disc.$359.2M
Employees2
Clients300
DateAug 2016
Total AUM$327.6M
Discretionary$0
Non-Disc.$327.6M
Employees4
Clients300
DateMar 2016
Total AUM$327.6M
Discretionary$0
Non-Disc.$327.6M
Employees4
Clients300
DateFeb 2015
Total AUM$336.6M
Discretionary$0
Non-Disc.$336.6M
Employees4
Clients300
DateFeb 2014
Total AUM$312.4M
Discretionary$0
Non-Disc.$312.4M
Employees4
Clients300
DateMar 2013
Total AUM$236.8M
Discretionary$0
Non-Disc.$236.8M
Employees4
Clients300
DateMar 2012
Total AUM$213.1M
Discretionary$0
Non-Disc.$213.1M
Employees1
Clients300
DateJan 2011
Total AUM$194.2M
Discretionary$0
Non-Disc.$194.2M
Employees5
Clients--
DateMar 2008
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateJan 2007
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--