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 registered investment adviser organized as a corporation and operating since 2000. The firm serves individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It bills through a mix of percentage‑of‑AUM, hourly, and fixed fees and identifies itself as a capital allocator rather than a purely model‑driven shop. Assembly Wealth does not flag itself as an active ESG investor and is not designated as a multi‑state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Founder & CEOCRD 1537995

  • VALERIE DE VOL

    President and Chief Compliance OfficerCRD 3193896

Contacts

3 of 5

  • Nicholas Goldthorpe

    Senior Client Service AssociateCRD 7663947

  • Declan Lynch

    ParaplannerCRD 7977925

  • 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 62

Active vs passive

$276M in ETFs

Passive

99%

$274M

Active

<1%

$2.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$21.9M220,5867.94%
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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