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They include 355 individual clients, 315 high-net-worth individuals and 4 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Werba Rubin Papier Wealth Management offer?","answer":"Werba Rubin Papier Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Werba Rubin Papier Wealth Management charge?","answer":"Werba Rubin Papier Wealth Management charges 0.25%–1.00% a year for its Standard fee schedule. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"WERBA RUBIN PAPIER WEALTH MANAGEMENT - ADV PART 2A, filed 18 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Werba Rubin Papier Wealth Management use?","answer":"Werba Rubin Papier Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.22B and Fidelity Brokerage Services LLC (Smithfield, RI), with $177M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Werba Rubin Papier Wealth Management have?","answer":"Werba Rubin Papier Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 18 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Werba Rubin Papier Wealth Management invest in?","answer":"At the end of its last fiscal year, Werba Rubin Papier Wealth Management’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 4% cash and equivalents, 2% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities, Private Equity, Private Debt.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Werba Rubin Papier Wealth Management have a minimum investment?","answer":"Yes, Werba Rubin Papier Wealth Management’s minimum account size for its Standard fee schedule is $1M.","source":"WERBA RUBIN PAPIER WEALTH MANAGEMENT - ADV PART 2A, filed 18 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Werba Rubin Papier Wealth Management?","answer":"Werba Rubin Papier Wealth Management’s direct owners are Alan Werba, Jason Papier, Aaron Rubin and Scott Jacobs, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Werba Rubin Papier Wealth Management get paid?","answer":"Werba Rubin Papier Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Werba Rubin Papier Wealth Management?","answer":"Werba Rubin Papier Wealth Management’s main office is at 1732 North 1st Street, Suite 220, San Jose, CA 95112. Its phone number is 408-217-2000. 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