CRD: 139237
Werba Rubin Papier Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2006
- Office Locations
- 2
Office Locations
About Werba Rubin Papier Wealth Management, LLC
Werba Rubin Papier Wealth Management (WRP) is a fee-only, fiduciary RIA focused on tech executives and employees with equity compensation. The firm specializes in evidence-based pre-IPO and post-IPO stock option planning, integrated tax preparation and planning, and ongoing goal-based financial planning. Investment management is personalized and tax-aware to support option exercises and liquidity events.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON ROBERT PAPIER
Managing Member, Partner
- CRD
- #4979707
- Ownership
- 25% but less than 50%
AARON MICHAEL RUBIN
Insurance Agent
- CRD
- #5513214
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Quynh L Ho
Advisor
- CRD
- #7034192
Mary Russell
Advisory Board Member
- CRD
- #7154392
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,372,133,365 | $11,530,532 |
| Non-Discretionary | $28,788,308 | $14,496 |
| Total | $1,400,921,673 | $665,521 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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