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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DE VOL, VALERIE, DAWN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DE VOL, VALERIE, DAWN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DE VOL, VALERIE, DAWN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOL, VALERIE, DAWN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FONG, PAMELA, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OROURKE, MARC, DAVID | I | PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| ROSEN, JEFFREY, DAVID | I | VICE-PRESIDENT | NA | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
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| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | PRESIDENT | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
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| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
| BURCZYK, GABRIEL, FRITZ | I | CEO | E | Control |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (48)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR SC TN TX UT VA VT WA WI
Address
319 MILLER AVENUEMILL VALLEY, CA 94941
United States
Phone: 415-541-7774