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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

CRD 139237

SAN JOSE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f377ef8-d046-1367-db91-08bed1e82c18

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 1
Observed: Mar 12, 2012 to Aug 6, 2026
37 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Werba Rubin Papier Wealth Management, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $200Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 9
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,105
Individual clients: 355
High net worth clients: 315
Custody, client assets: $1.1B
SEC number: 801-66794
CRD: 139237
Filings on the tape: 37
First filed: Mar 12, 2012
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AARON MICHAEL RUBIN	Certified Financial Planner	SAN JOSE, CA	17	18	1	no
ALAN BRUCE WERBA	Certified Financial Planner	SAN JOSE, CA	14	44	1	no
JASON ROBERT PAPIER	n/a	SAN JOSE, CA	8	20	2	no
Quynh L Ho	n/a	SAN JOSE, CA	7	16	n/a	no
Mary Russell	n/a	Palo Alto, CA \| SAN JOSE, CA	7	14	n/a	no
SCOTT BRADLEY JACOBS	n/a	OAKLAND, CA \| SAN JOSE, CA	2	31	11	no
Hannah Renee Nolan	Certified Financial Planner	Salem, VA \| SAN JOSE, CA	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RUBIN, AARON, MICHAEL	Member	C	yes	06/2017	Aug 6, 2026	Aug 6, 2026
WERBA, ALAN, BRUCE	MEMBER MEMBER	C	yes	06/2017	Aug 6, 2026	Aug 6, 2026
PAPIER, JASON, ROBERT	MANAGING MEMBER	C	yes	06/2017	Jun 15, 2017	Nov 15, 2024
JACOBS, SCOTT, BRADLEY	Member	B	no	01/2025	Aug 6, 2026	Aug 6, 2026
LAM, MY, LOAN THI	Cco	Na	no	10/2022	Aug 6, 2026	Aug 6, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WRP TAX INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$1.4B	$1.4B	18	9	2	n/a	n/a
2024	Mar 27, 2025	$1.1B	$1.1B	15	7	3	n/a	n/a
2023	Mar 19, 2024	$854M	$854M	8	5	1	n/a	n/a
2022	Mar 22, 2023	$767M	$767M	8	4	1	n/a	n/a
2021	Mar 28, 2022	$780M	$780M	7	6	1	n/a	n/a
2020	Mar 29, 2021	$704M	$704M	4	4	1	n/a	n/a
2019	Mar 24, 2020	$642M	$600M	4	4	1	n/a	n/a
2018	Mar 20, 2019	$551M	$551M	4	4	1	n/a	n/a
2017	Jan 17, 2018	$569M	$569M	3	3	1	n/a	n/a
2016	Mar 10, 2017	$359M	$0	2	2	n/a	n/a	n/a
2015	Mar 24, 2016	$328M	$0	4	4	n/a	n/a	n/a
2014	Feb 3, 2015	$337M	$0	4	4	n/a	n/a	n/a
2013	Feb 12, 2014	$312M	$0	4	4	n/a	n/a	n/a
2012	Mar 25, 2013	$237M	$0	4	4	n/a	n/a	n/a
2011	Mar 12, 2012	$213M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.1B	24.0%	$767M	22.2%	18	15	5	3

Relationships

Registered with (7)

← Hannah Renee NolanAdvisorregistration: current employment
Aug 7, 2026 to presentfactForm ADV
← SCOTT BRADLEY JACOBSAdvisorregistration: current employment
Feb 9, 2024 to presentfactForm ADV
← Mary RussellAdvisorregistration: current employment
Sep 5, 2019 to presentfactForm ADV
← Quynh L HoAdvisorregistration: current employment
Jan 4, 2019 to presentfactForm ADV
← JASON ROBERT PAPIERAdvisorregistration: current employment
Jul 20, 2018 to presentfactForm ADV
← ALAN BRUCE WERBAAdvisorregistration: current employment
Jan 20, 2012 to presentfactForm ADV
← AARON MICHAEL RUBINAdvisorregistration: current employment
Dec 2, 2008 to presentfactForm ADV

Affiliated with (2)

← LWI FINANCIAL INC.Registered adviserother investment adviser, insurance company, control
factForm ADV
← THE WEALTH MANAGEMENT ALLIANCE LLCRegistered adviserother investment adviser, insurance company, control
factForm ADV

Owns (1)

← LAM, MYLOAN, THIOwnerCCO, ownership code NA, individual
Jan 3, 2023 to Nov 15, 2024factForm ADV

Controls (3)

← PAPIER, JASON, ROBERTOwnerMANAGING MEMBER, ownership code C, individual
Jun 15, 2017 to Nov 15, 2024factForm ADV
← RUBIN, AARON, MICHAELOwnerMEMBER, ownership code C, individual
Jun 15, 2017 to Nov 15, 2024factForm ADV
← WERBA, ALAN, BRUCEOwnerMEMBER, ownership code C, individual
Mar 12, 2012 to Nov 15, 2024factForm ADV

Dated events

Occurred
Nov 15, 2024
Regulatory AUM changed
Werba Rubin Papier Wealth Management, Llc reported RAUM $1.1B, up 31% from $854.3M (2024-03-26 to 2024-11-15)
Form ADVobserved 6 days ago
$263M
Occurred
Aug 9, 2017
Succession filed (Item 4)
Werba Rubin Papier Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f377ef8-d046-1367-db91-08bed1e82c18
First observed: Mar 12, 2012
Last observed: Aug 6, 2026 46 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

CRD 139237

SAN JOSE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f377ef8-d046-1367-db91-08bed1e82c18

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AARON MICHAEL RUBIN

Certified Financial Planner

SAN JOSE, CA

ALAN BRUCE WERBA

Certified Financial Planner

SAN JOSE, CA

JASON ROBERT PAPIER

n/a

SAN JOSE, CA

Quynh L Ho

n/a

SAN JOSE, CA

n/a

Mary Russell

n/a

Palo Alto, CA | SAN JOSE, CA

n/a

SCOTT BRADLEY JACOBS

n/a

OAKLAND, CA | SAN JOSE, CA

Hannah Renee Nolan

Certified Financial Planner

Salem, VA | SAN JOSE, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RUBIN, AARON, MICHAEL

Member

yes

06/2017

Aug 6, 2026

WERBA, ALAN, BRUCE

MEMBER MEMBER

yes

06/2017

Aug 6, 2026

PAPIER, JASON, ROBERT

MANAGING MEMBER

yes

06/2017

Jun 15, 2017

Nov 15, 2024

JACOBS, SCOTT, BRADLEY

Member

01/2025

Aug 6, 2026

LAM, MY, LOAN THI

Cco

10/2022

Aug 6, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WRP TAX INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$1.4B

n/a

2024

Mar 27, 2025

$1.1B

n/a

2023

Mar 19, 2024

$854M

n/a

2022

Mar 22, 2023

$767M

n/a

2021

Mar 28, 2022

$780M

n/a

2020

Mar 29, 2021

$704M

n/a

2019

Mar 24, 2020

$642M

$600M

n/a

2018

Mar 20, 2019

$551M

n/a

2017

Jan 17, 2018

$569M

n/a

2016

Mar 10, 2017

$359M

n/a

2015

Mar 24, 2016

$328M

n/a

2014

Feb 3, 2015

$337M

n/a

2013

Feb 12, 2014

$312M

n/a

2012

Mar 25, 2013

$237M

n/a

2011

Mar 12, 2012

$213M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.1B

24.0%

$767M

22.2%