WRAPMANAGER INC
Legal name: ASSEMBLY WEALTH
CRD #108834 SEC #801-57629 MILL VALLEY, CA 415-541-7774
SEC Registered
Total AUM
$432.9M
Discretionary
$432.9M
Employees
10
Clients
0
Accounts
568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $432.9M | $432.9M | $0 | 10 | 0 |
| Mar 2025 | $432.9M | $432.9M | $0 | 10 | 0 |
| Mar 2024 | $369M | $369M | $0 | 8 | 0 |
| Jul 2023 | $340.1M | $340.1M | $0 | 8 | 0 |
| Mar 2023 | $340.1M | $340.1M | $0 | 8 | 0 |
| Dec 2022 | $433.4M | $433.4M | $0 | 7 | 0 |
| Nov 2022 | $433.4M | $433.4M | $0 | 7 | 0 |
| Apr 2022 | $433.4M | $433.4M | $0 | 7 | 0 |
| Mar 2022 | $433.4M | $433.4M | $0 | 7 | 0 |
| Apr 2021 | $384.6M | $384.6M | $0 | 7 | 0 |
| Mar 2021 | $384.6M | $384.6M | $0 | 7 | 0 |
| Mar 2021 | $384.6M | $384.6M | $0 | 7 | 0 |
| Jul 2020 | $365.6M | $365.6M | $0 | 6 | 282 |
| Jun 2020 | $365.6M | $365.6M | $0 | 6 | 282 |
| Apr 2020 | $365.6M | $365.6M | $0 | 6 | 282 |
| Mar 2020 | $365.6M | $365.6M | $0 | 6 | 282 |
| Mar 2020 | $365.6M | $365.6M | $0 | 6 | 282 |
| Mar 2019 | $318.3M | $318.3M | $0 | 7 | 0 |
| Oct 2018 | $341.2M | $341.2M | $0 | 10 | 0 |
| Mar 2018 | $341.2M | $341.2M | $0 | 10 | 0 |
| Mar 2017 | $290.2M | $290.2M | $0 | 13 | 300 |
| Oct 2016 | $282.3M | $269.7M | $12.5M | 10 | 294 |
| Mar 2016 | $282.3M | $269.7M | $12.5M | 10 | 294 |
| Aug 2015 | $311M | $269.4M | $41.7M | 12 | 346 |
| Mar 2015 | $311M | $269.4M | $41.7M | 12 | 346 |
| Aug 2014 | $324.3M | $189.8M | $134.5M | 11 | 322 |
| Mar 2014 | $324.3M | $189.8M | $134.5M | 11 | 322 |
| Dec 2013 | $239.3M | $120.9M | $118.5M | 10 | 300 |
| Jul 2013 | $239.3M | $120.9M | $118.5M | 10 | 300 |
| Jul 2013 | $239.3M | $120.9M | $118.5M | 10 | 300 |
| May 2013 | $239.3M | $120.9M | $118.5M | 10 | 300 |
| Mar 2013 | $239.3M | $120.9M | $118.5M | 10 | 300 |
| Jan 2013 | $239.3M | $120.9M | $118.5M | 10 | 300 |
| Jul 2012 | $211.7M | $81.1M | $130.6M | 6 | 280 |
| Jan 2012 | $211.7M | $81.1M | $130.6M | 6 | 280 |
| Aug 2011 | $199.7M | $38.8M | $160.9M | 10 | -- |
| Jan 2011 | $199.7M | $38.8M | $160.9M | 10 | -- |
| Jan 2010 | $178.1M | $20.1M | $158.1M | 5 | -- |
| Feb 2009 | $187.8M | $5.8M | $182M | 10 | -- |
| Jan 2008 | $355.7M | $297.4M | $58.4M | 10 | -- |
| Jan 2008 | $321.7M | $285.3M | $36.5M | 10 | -- |
| May 2007 | $321.7M | $285.3M | $36.5M | 10 | -- |
| Apr 2007 | $321.7M | $285.3M | $36.5M | 10 | -- |
| Mar 2007 | $321.7M | $285.3M | $36.5M | 10 | -- |
| Mar 2007 | $231.5M | $202M | $29.5M | 10 | -- |
| Jan 2006 | $231.5M | $202M | $29.5M | 10 | -- |
| Oct 2005 | $202.2M | $168M | $34.2M | 10 | -- |
| Jun 2005 | $202.2M | $168M | $34.2M | 10 | -- |
| May 2005 | $202.2M | $168M | $34.2M | 10 | -- |
| May 2005 | $202.2M | $168M | $34.2M | 10 | -- |
| Feb 2005 | $125M | $0 | $125M | 10 | -- |
| Jun 2004 | $68M | $0 | $68M | 10 | -- |
| Jan 2004 | $68M | $0 | $68M | 5 | -- |
| Oct 2003 | $26.4M | $0 | $26.4M | 5 | -- |
| Apr 2002 | $26.7M | $26.7M | $0 | 5 | -- |
| Mar 2002 | $25.4M | $0 | $25.4M | 5 | -- |
| Oct 2001 | $26.8M | $0 | $26.8M | 5 | -- |
| Sep 2001 | $26.8M | $0 | $26.8M | 5 | -- |
| Aug 2001 | $26.8M | $0 | $26.8M | 5 | -- |
| Jun 2001 | $26.8M | $26.8M | $0 | 5 | -- |
DateMay 2025
Total AUM$432.9M
Discretionary$432.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$432.9M
Discretionary$432.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$340.1M
Discretionary$340.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$340.1M
Discretionary$340.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$433.4M
Discretionary$433.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$433.4M
Discretionary$433.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$433.4M
Discretionary$433.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$433.4M
Discretionary$433.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$384.6M
Discretionary$384.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$384.6M
Discretionary$384.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$384.6M
Discretionary$384.6M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees6
Clients282
DateJun 2020
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees6
Clients282
DateApr 2020
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees6
Clients282
DateMar 2020
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees6
Clients282
DateMar 2020
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees6
Clients282
DateMar 2019
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$290.2M
Discretionary$290.2M
Non-Disc.$0
Employees13
Clients300
DateOct 2016
Total AUM$282.3M
Discretionary$269.7M
Non-Disc.$12.5M
Employees10
Clients294
DateMar 2016
Total AUM$282.3M
Discretionary$269.7M
Non-Disc.$12.5M
Employees10
Clients294
DateAug 2015
Total AUM$311M
Discretionary$269.4M
Non-Disc.$41.7M
Employees12
Clients346
DateMar 2015
Total AUM$311M
Discretionary$269.4M
Non-Disc.$41.7M
Employees12
Clients346
DateAug 2014
Total AUM$324.3M
Discretionary$189.8M
Non-Disc.$134.5M
Employees11
Clients322
DateMar 2014
Total AUM$324.3M
Discretionary$189.8M
Non-Disc.$134.5M
Employees11
Clients322
DateDec 2013
Total AUM$239.3M
Discretionary$120.9M
Non-Disc.$118.5M
Employees10
Clients300
DateJul 2013
Total AUM$239.3M
Discretionary$120.9M
Non-Disc.$118.5M
Employees10
Clients300
DateJul 2013
Total AUM$239.3M
Discretionary$120.9M
Non-Disc.$118.5M
Employees10
Clients300
DateMay 2013
Total AUM$239.3M
Discretionary$120.9M
Non-Disc.$118.5M
Employees10
Clients300
DateMar 2013
Total AUM$239.3M
Discretionary$120.9M
Non-Disc.$118.5M
Employees10
Clients300
DateJan 2013
Total AUM$239.3M
Discretionary$120.9M
Non-Disc.$118.5M
Employees10
Clients300
DateJul 2012
Total AUM$211.7M
Discretionary$81.1M
Non-Disc.$130.6M
Employees6
Clients280
DateJan 2012
Total AUM$211.7M
Discretionary$81.1M
Non-Disc.$130.6M
Employees6
Clients280
DateAug 2011
Total AUM$199.7M
Discretionary$38.8M
Non-Disc.$160.9M
Employees10
Clients--
DateJan 2011
Total AUM$199.7M
Discretionary$38.8M
Non-Disc.$160.9M
Employees10
Clients--
DateJan 2010
Total AUM$178.1M
Discretionary$20.1M
Non-Disc.$158.1M
Employees5
Clients--
DateFeb 2009
Total AUM$187.8M
Discretionary$5.8M
Non-Disc.$182M
Employees10
Clients--
DateJan 2008
Total AUM$355.7M
Discretionary$297.4M
Non-Disc.$58.4M
Employees10
Clients--
DateJan 2008
Total AUM$321.7M
Discretionary$285.3M
Non-Disc.$36.5M
Employees10
Clients--
DateMay 2007
Total AUM$321.7M
Discretionary$285.3M
Non-Disc.$36.5M
Employees10
Clients--
DateApr 2007
Total AUM$321.7M
Discretionary$285.3M
Non-Disc.$36.5M
Employees10
Clients--
DateMar 2007
Total AUM$321.7M
Discretionary$285.3M
Non-Disc.$36.5M
Employees10
Clients--
DateMar 2007
Total AUM$231.5M
Discretionary$202M
Non-Disc.$29.5M
Employees10
Clients--
DateJan 2006
Total AUM$231.5M
Discretionary$202M
Non-Disc.$29.5M
Employees10
Clients--
DateOct 2005
Total AUM$202.2M
Discretionary$168M
Non-Disc.$34.2M
Employees10
Clients--
DateJun 2005
Total AUM$202.2M
Discretionary$168M
Non-Disc.$34.2M
Employees10
Clients--
DateMay 2005
Total AUM$202.2M
Discretionary$168M
Non-Disc.$34.2M
Employees10
Clients--
DateMay 2005
Total AUM$202.2M
Discretionary$168M
Non-Disc.$34.2M
Employees10
Clients--
DateFeb 2005
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees10
Clients--
DateJun 2004
Total AUM$68M
Discretionary$0
Non-Disc.$68M
Employees10
Clients--
DateJan 2004
Total AUM$68M
Discretionary$0
Non-Disc.$68M
Employees5
Clients--
DateOct 2003
Total AUM$26.4M
Discretionary$0
Non-Disc.$26.4M
Employees5
Clients--
DateApr 2002
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$25.4M
Discretionary$0
Non-Disc.$25.4M
Employees5
Clients--
DateOct 2001
Total AUM$26.8M
Discretionary$0
Non-Disc.$26.8M
Employees5
Clients--
DateSep 2001
Total AUM$26.8M
Discretionary$0
Non-Disc.$26.8M
Employees5
Clients--
DateAug 2001
Total AUM$26.8M
Discretionary$0
Non-Disc.$26.8M
Employees5
Clients--
DateJun 2001
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--