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ASSEMBLY WEALTH

MILL VALLEY, CA · CRD 108834 · IAPD ↗ · 415-541-7774

$336.7MRegulatory AUM
4Advisory reps
9Employees
209Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ASSEMBLY WEALTH notice-filed in NE, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ASSEMBLY WEALTH grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2024 — ASSEMBLY WEALTH changed its website from wrapmanager.com to letsassemble.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2024 — WRAPMANAGER INC is now doing business as ASSEMBLY WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.