Werba Rubin Wealth Management, LLC is a large advisory firm based in San Jose. It manages $522.95 million of regulatory assets for 1,248 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Nevada, and Texas.
Werba Rubin Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Werba Rubin Wealth Management, LLC is $522.95 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Werba Rubin Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Werba Rubin Wealth Management, LLC performs its advisory services is located at 10 Almaden Boulevard, San Jose, CA 95113, which is also the mailing address of the firm. An additional office of the firm is in Incline Village, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 408-260-3109 or by fax 408-260-3109. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at werbarubin.com.