Alan
Werba
Werba Rubin Papier Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alan Werba is a certified financial planner working out of San Jose, California with a total of 16 years of relevant experience. Werba is an advisor for Werba Rubin Papier Wealth Management, LLC. Werba has gained experience at Loring Ward Securities, Inc, Lwi Financial, Inc, Werba & Davis Advisory Services, LLC, Werba Advisory Services, Inc, Werba Reinhard Holdings, LTD and Werba Reinhard, Inc. Werba maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Werba Rubin Papier Wealth Management, LLC is a registered investment company operating out of San Jose, CA. The firm has a total of eight people on staff. It controls $767 million in assets across its 1,514 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,514 customer accounts, 44% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on the type of services provided. However, fees charged by Werba Rubin Papier Wealth Management, LLC likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Werba Rubin Papier Wealth Management, LLC Brokerage Details
$767,283,708
8
1,514
$506,792
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alan Werba Work History
Alan has been registered as a financial advisor for 16 years.*
Werba Reinhard Holdings, LTD
Werba Reinhard, Inc
Werba & Davis Advisory Services, LLC
Loring Ward Securities, Inc
Lwi Financial, Inc
Werba Advisory Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Werba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Werba Rubin Papier Wealth Management, LLC
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
