# Assembly Wealth

Assembly Wealth is an Asset Manager based in Mill Valley, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Mill Valley, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** letsassemble.com

## Regulatory record

- **CRD number:** 108834
- **SEC file number:** 801-57629
- **Registration status:** Registered
- **Reports private funds:** No

## About

Assembly Wealth provides personalized premium wealth management services that help clients align their financial life with their goals, passions, and dreams. Formerly known as WrapManager, the firm turns financial complexities into clear paths toward peace of mind and fulfillment. Services include financial planning, investment strategies, tax optimization, retirement roadmaps, estate guidance, and more. They operate as fiduciaries with a client-focused, fee-only approach.

## People

- Gabriel F. Burczyk — Founder & CEO
- Valerie De Vol — President & CCO
- Declan Lynch — CFP®, Financial Planner
- Jesse Hindson — CFP®, Financial Planner
- Molly Wagner — Client Services Manager
- Angel Barrientos — CRPS®, Senior Client Service Associate
- Nick Goldthorpe — Senior Client Service Associate
- Doug Hutchinson — CFA®, Director of Research & Trading
- Sydney Shaw — Client & Community Liaison

## Related profiles

- [Asiafin Holdings Corp.](https://altss.com/profile/asiafin-holdings-corp)
- [Astra Partners](https://altss.com/profile/astra-partners)

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Updated: 2026-08-11T15:06:04.815Z

Canonical page: https://altss.com/profile/assembly-wealth

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