Qubera Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,603,924
Total clients
88
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
88
Average account size
$597,772
About
Qubera Wealth Management provides discretionary asset management, standalone financial planning, and sub‑advisory selection services to a mix of individuals, high‑net‑worth clients, investment companies, retirement plans and business entities. Offerings include ongoing portfolio management and portfolio monitoring for held‑away accounts as well as one‑off financial planning and consulting engagements.
The firm’s investment approach emphasizes strategic asset allocation informed by Modern Portfolio Theory and fundamental analysis, implemented primarily with low‑cost index ETFs and selectively with individual securities that meet quality and balance‑sheet criteria; portfolios are managed on a globally diversified basis. For certain alternative or specialized allocations the firm may engage third‑party sub‑advisors and states it performs initial due diligence and ongoing reviews of those managers.
Distinctive features for a single‑advisor firm include operating from more than one office and serving both retail and plan‑sponsor clients, using the Betterment for Advisors platform exclusively for plan sponsors while recommending Schwab as a primary custodian. The firm discloses an affiliation with a third‑party platform (Absolute Capital) to facilitate actively managed held‑away assets and that it receives referral compensation for those arrangements, a conflict of interest it identifies and says it will manage.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Concentrated stock management
Active portfolio management
Private / alternative investments
Fee options
From $750 to $50,000
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Up to $350 per hour
Account minimum: $100,000
Main office location
Qubera Wealth Management
35 North Lake Avenue, Suite 710
Pasadena CA 91101, United States
Number of offices
2
Most active in
Qubera Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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