WRAPMANAGER INC
DBA: ASSEMBLY WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $336.7M |
| Discretionary | $336.7M100% of AUM |
| Client Accounts | 455 |
| Avg Account Size | $740K |
| Employees | 9 |
| Peak AUM | $433.4MMar 2022 |
| AUM CAGR | +10.7% /yrover 25 yrs · 74 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $337M | 22.2% | 0.3% | 2.6% | |
| Discretionary AUM | $337M | ||||
Key Metrics
| Total AUM | $336.7M |
| Discretionary | $336.7M |
| Employees | 9 |
| Client Accounts | 455 |
| Client Range | 0 |
Contact & Location
Address
319 MILLER AVENUE
MILL VALLEY CA 94941
Phone
415-541-7774
Filing History
74 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$337M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported