Assembly Wealth
Assembly Wealth is an SEC-registered wealth manager in Mill Valley, CA with $336.7M assets under management (AUM, regulatory AUM), -22% over one year. See who owns Assembly Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108834, SEC 801-57629, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $336.7M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Mill Valley, CA
- Employees
- 9
- Clients
- 209
- CRD
- 108834
- Ownership
- ROSEN, JEFFREY, DAVID; BURCZYK, GABRIEL, FRITZ; DEVOL, VALERIE, DAWN; OROURKE, MARC, DAVID; FONG, PAMELA, IRENE
How much AUM does Assembly Wealth have?
Assembly Wealth reported $336.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Assembly Wealth?
Disclosed owners and executives of Assembly Wealth include ROSEN, JEFFREY, DAVID, BURCZYK, GABRIEL, FRITZ, DEVOL, VALERIE, DAWN, OROURKE, MARC, DAVID, FONG, PAMELA, IRENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.