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| Werba Rubin Papier Wealth Management LLC
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|---|---|
| CRD # | 139237 |
| SEC # | 801-66794 |
| CIK # | 0001971029 |
| AUM | 1,400.9 M (2026-06-01) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 408-217-2000 |
| Address | 1732 North 1st Street San Jose, CA 95112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.4 | ||
| Nvidia Corp | 23.3 | ||
| Procept Biorobotics Corp | 5.3 | ||
| Microsoft Corp | 5.0 | ||
| Alphabet Inc | 4.6 | ||
| Alphabet Inc | 4.6 | ||
| Amazon Com Inc | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 355 | 174.4 |
| (b) Individuals (high net worth individuals) | 315 | 1,177.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 47.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,105 | 1,400.9 |
| By Discretionary | ||
| Discretionary | 119 | 1,372.1 |
| Non-Discretionary | 1,986 | 28.8 |
| Total | 2,105 | 1,400.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,400.9 | |
| Total | 2,105 | 1,400.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001971029] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
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