Werba Rubin Papier Wealth Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 677
- Avg AUM / client
- $2.1M
- Accounts
- 2,105
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 355 | $174M | 12.4% |
| High net worth individuals | 315 | $1.2B | 84.1% |
| Charitable organizations | 4 | $47.4M | 3.38% |
| Corporations and other businesses | 3 | $1.6M | 0.12% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Michael Rubin | Member | CFP | Dec 2008 (18y) | 25% – 50% |
| Alan Bruce Werba | Member | CFP | Jan 2012 (15y) | 25% – 50% |
| Jason Robert Papier | Managing Member | Jun 2017 (9y) | 25% – 50% | |
| Lam, Myloan, Thi | Cco | Oct 2022 (4y) | Less than 5% | |
| Quynh L Ho | Registered representative | Jan 2019 (8y) | ||
| Mary Russell | Registered representative | Sep 2019 (7y) | ||
| Scott Bradley Jacobs | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (87% of AUM) Jun 2026
- Fidelity Brokerage Services $177M (13% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗