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ASSEMBLY WEALTH
WRAPMANAGER INC
CRD 108834 · SEC 801-57629
319 MILLER AVENUE, MILL VALLEY, CA, 94941, United States
Phone
415-541-7774
Fax
415-541-9760
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$336.7M
Discretionary AUM
$336.7M
Team
9 total employees; 4 advisory reps; 209 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $178.4M |
| High net worth individuals | 29 | $158.3M |
States served
AZ, CA, MI, NE, NJ, NY, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD