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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASSEMBLY WEALTH

WRAPMANAGER INC, CRD 108834

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df4b7c28-7d3a-16dc-3f9b-71d3d8372b24

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 2
On other graphs: 0
Observed: Jan 30, 2012 to Mar 27, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $337MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $337M
Private client RAUM: $337MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $48.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 455
Individual clients: 180
High net worth clients: 29
Custody, client assets: $119M
SEC number: 801-57629
CIK: 1266014
CRD: 108834
Filings on the tape: 39
First filed: Jan 30, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GABRIEL FRITZ BURCZYK	n/a	MILL VALLEY, CA	22	38	1	no
VALERIE DAWN DE VOL	n/a	MILL VALLEY, CA	19	26	n/a	no
DOUGLAS HUTCHINSON	Chartered Financial Analyst	MILL VALLEY, CA	9	12	n/a	no
Molly Mallindine Wagner	n/a	MILL VALLEY, CA	4	13	1	no
JESSE PRESTON HINDSON	Certified Financial Planner	MILL VALLEY, CA	2	11	1	no
Declan Tolmachoff Lynch	Certified Financial Planner	MILL VALLEY, CA	2	12	n/a	no
Nicholas Andrew Goldthorpe	n/a	MILL VALLEY, CA	1	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURCZYK, GABRIEL, FRITZ	Ceo	E	yes	03/2000	Jan 30, 2012	Mar 26, 2024
DE VOL, VALERIE, DAWN	PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2005	Jan 30, 2012	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$337M	$337M	9	4	0	n/a	n/a
2024	Mar 27, 2025	$433M	$433M	10	5	0	n/a	n/a
2023	Mar 26, 2024	$369M	$369M	8	3	0	n/a	n/a
2022	Mar 28, 2023	$340M	$340M	8	3	0	n/a	n/a
2021	Mar 30, 2022	$433M	$433M	7	3	0	n/a	n/a
2020	Mar 29, 2021	$385M	$385M	7	3	0	n/a	n/a
2019	Mar 26, 2020	$366M	$366M	6	3	0	n/a	n/a
2018	Mar 26, 2019	$318M	$318M	7	4	0	n/a	n/a
2017	Mar 22, 2018	$341M	$341M	10	4	0	n/a	n/a
2016	Mar 28, 2017	$290M	$290M	13	6	n/a	n/a	n/a
2015	Mar 28, 2016	$282M	$270M	10	3	n/a	n/a	n/a
2014	Mar 31, 2015	$311M	$269M	12	3	n/a	n/a	n/a
2013	Mar 18, 2014	$324M	$190M	11	5	n/a	n/a	n/a
2012	Jan 8, 2013	$239M	$121M	10	4	n/a	n/a	n/a
2011	Jan 30, 2012	$212M	$81.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$337M	$433M	-22.2%	$340M	-0.3%	9	10	0	0

Relationships

Registered with (16)

← Nicholas Andrew GoldthorpeAdvisorregistration: current employment
Feb 4, 2025 to presentfactForm ADV
← Declan Tolmachoff LynchAdvisorregistration: current employment
Aug 29, 2024 to presentfactForm ADV
← JESSE PRESTON HINDSONAdvisorregistration: current employment
Jul 25, 2024 to presentfactForm ADV
← Molly Mallindine WagnerAdvisorregistration: current employment
Jul 15, 2022 to presentfactForm ADV
← DOUGLAS HUTCHINSONAdvisorregistration: current employment
Jan 30, 2017 to presentfactForm ADV
← VALERIE DAWN DE VOLAdvisorregistration: current employment
Mar 5, 2007 to presentfactForm ADV
← GABRIEL FRITZ BURCZYKAdvisorregistration: current employment
Feb 10, 2004 to presentfactForm ADV
← SETON MCANDREWSAdvisorregistration: previous registration
Oct 13, 2010 to Sep 2, 2025factForm ADV
← MICHAEL JOHN OCONNORAdvisorregistration: previous registration
May 5, 2010 to Oct 10, 2019factForm ADV
← Thomas Alan GraberAdvisorregistration: previous registration
Aug 11, 2014 to May 31, 2018factForm ADV
← MARC DAVID OROURKEAdvisorregistration: previous registration
Jul 26, 2016 to Aug 22, 2017factForm ADV
← Kevin Peter RocheAdvisorregistration: previous registration
May 12, 2016 to Jul 31, 2017factForm ADV
← JONATHAN B SPECTORAdvisorregistration: previous registration
May 2, 2013 to Nov 12, 2014factForm ADV
← THOMAS DANIEL WILSONAdvisorregistration: previous registration
Nov 12, 2009 to Aug 1, 2014factForm ADV
← BRIAN GREGORY FAIRHURSTAdvisorregistration: previous registration
Jan 1, 2008 to Jun 6, 2008factForm ADV
← THOMAS JOSEPH MANETTAAdvisorregistration: previous registration
Jan 26, 2007 to Feb 7, 2007factForm ADV

Controls (2)

← BURCZYK, GABRIEL, FRITZOwnerCEO, ownership code E, individual
Jan 30, 2012 to Mar 26, 2024factForm ADV
← DE VOL, VALERIE, DAWNOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 30, 2012 to Mar 26, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 2, 2025
Advisor changed firm
Seton Mcandrews left Assembly Wealth for Freestone Capital Management, Llc (registered 2025-08-25)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 19, 2026
date not stated
Molly Mallindine Wagner no longer holds an investment adviser registration (last listed at Assembly Wealth on the 2026-09-18 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df4b7c28-7d3a-16dc-3f9b-71d3d8372b24
First observed: Jan 30, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASSEMBLY WEALTH

WRAPMANAGER INC, CRD 108834

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df4b7c28-7d3a-16dc-3f9b-71d3d8372b24

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GABRIEL FRITZ BURCZYK

n/a

MILL VALLEY, CA

VALERIE DAWN DE VOL

n/a

MILL VALLEY, CA

n/a

DOUGLAS HUTCHINSON

Chartered Financial Analyst

MILL VALLEY, CA

n/a

Molly Mallindine Wagner

n/a

MILL VALLEY, CA

JESSE PRESTON HINDSON

Certified Financial Planner

MILL VALLEY, CA

Declan Tolmachoff Lynch

Certified Financial Planner

MILL VALLEY, CA

n/a

Nicholas Andrew Goldthorpe

n/a

MILL VALLEY, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURCZYK, GABRIEL, FRITZ

Ceo

yes

03/2000

Jan 30, 2012

Mar 26, 2024

DE VOL, VALERIE, DAWN

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

10/2005

Jan 30, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$337M

n/a

2024

Mar 27, 2025

$433M

n/a

2023

Mar 26, 2024

$369M

n/a

2022

Mar 28, 2023

$340M

n/a

2021

Mar 30, 2022

$433M

n/a

2020

Mar 29, 2021

$385M

n/a

2019

Mar 26, 2020

$366M

n/a

2018

Mar 26, 2019

$318M

n/a

2017

Mar 22, 2018

$341M

n/a

2016

Mar 28, 2017

$290M

n/a

2015

Mar 28, 2016

$282M

$270M

n/a

2014

Mar 31, 2015

$311M

$269M

n/a

2013

Mar 18, 2014

$324M

$190M

n/a

2012

Jan 8, 2013

$239M

$121M

n/a

2011

Jan 30, 2012

$212M

$81.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$337M

$433M

-22.2%

$340M

-0.3%