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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAM, MY, LOAN THI | I | CCO | NA | |
| LAM, MY, LOAN THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| LAM, MYLOAN, THI | I | CCO | NA | |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | PRESIDENT | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERBA, ALAN, BRUCE | I | MANAGING MEMBER | E | Control |
| WERBA, ALAN, BRUCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PAPIER, JASON | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| PAPIER, JASON, ROBERT | I | MANAGING MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| RUBIN, AARON, MICHAEL | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| WERBA, ALAN, BRUCE | I | MEMBER | C | Control |
| JACOBS, SCOTT, BRADLEY | I | MEMBER | B | |
| JACOBS, SCOTT, BRADLEY | I | MEMBER | B | |
| JACOBS, SCOTT, BRADLEY | I | MEMBER | B |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (14)
AZ CA FL HI IA MA NV NY OR PA TN TX VT WA
Address
1732 NORTH 1ST STREETSUITE 220
SAN JOSE, CA 95112
United States
Phone: (408) 217-2000