Assembly Wealth

RIASEC RegisteredEst. 2000
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$740K
Accounts
455
Employees
9
Advisory reps
7

Firm details

Headquarters
Mill Valley, California
CRD number
108834
Registered since
May 26, 2000
Website
www.letsassemble.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals52.99%
  • HNWI47.01%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Assembly Wealth is an independent, privately owned registered investment adviser organized as a corporation and operating since 2000. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Assembly acts as a capital allocator, combining fee models that include a percentage of assets under management, hourly charges, and fixed fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Investment Grade Corp Bonds 14%, US Government Bonds 8%, Non-Investment Grade Corp Bonds 4%, State & Local Bonds 1%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%71%
  • Exchange Traded Equities71%
  • Investment Grade Corp Bonds14%
  • US Government Bonds8%
  • Non-Investment Grade Corp Bonds4%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Gabriel Burczyk

    Gabriel Burczyk

    Founder & CEOCRD 1537995

  • Valerie De Vol

    Valerie De Vol

    President and Chief Compliance OfficerCRD 3193896

Contacts

3 of 5
  • Nicholas Goldthorpe

    Nicholas Goldthorpe

    Senior Client Service AssociateCRD 7663947

  • Declan Lynch

    Declan Lynch

    ParaplannerCRD 7977925

  • Jesse Hindson

    Jesse Hindson

    PlannerCRD 7234426

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 74

Active vs passive

$302M in ETFs

Passive

99%

$297M

Active

1%

$4.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$22.2M223,8927.34%
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Location

Primary office

Mill Valley, CA

Marin

Location

Mill Valley, CA

Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
319 Miller Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth