$336.7M Total AUM
$336.7M Disc. AUM
-7.5% 3Y CAGR
9 Employees
418 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail
- Platforms
- North peak
- Established Date
- 05-26-2000
- Office Locations
- 1
Office Locations
319 Miller Avenue Mill Valley CA
About Assembly Wealth
Assembly Wealth (formerly WrapManager) is a Mill Valley, CA RIA founded in 2000 delivering premium, highly personalized wealth management for individuals and families, with a focus on retirement roadmaps, tax optimization (in coordination with clients’ CPAs), estate/legacy and charitable giving strategies, and insurance solutions. According to public filings, portfolios are ETF-heavy and custody includes Charles Schwab.
Team overview
35 AVG AGE
$84.2M AVG AUM / ADVISOR
$805.6K AVG AUM / CLIENT
8.7 yrs AVG TENURE
9 Employees
4 Advisory Reps
7 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Ridge fusion Frontier Wave momentum Signal momentum
Client Personas
Signal peak
CRM
Matrix
Custodian
Pioneer Ridge vertex
Investment Themes
Unison horizon Momentum momentum Legacy
Investment Vehicles
Harbor eagle Vital
Services
Alpha meridian Quantum Glacier Matrix peak Delta Harbor harbor Ember
Technology
Bridge
Owner & Executives
GABRIEL FRITZ BURCZYK
Chief Executive Officer, President
- CRD
- #1537995
- Ownership
- 75% or more
(742) 697-2921
beacon.meridian@horizoncapital.com
in linkedin.com/in/capital-alpha
VALERIE DAWN DE VOL
Chief Compliance Officer, President
- CRD
- #3193896
- Ownership
- Less than 5%
(281) 539-7280
ember.bridge@insightcapital.com
in linkedin.com/in/radial-optima
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nicholas Andrew Goldthorpe
--
- CRD
- #7663947
(241) 950-2941
summit.frontier@oakcapital.com
in linkedin.com/in/zenith-summit
JESSE PRESTON HINDSON
--
- CRD
- #7234426
(953) 712-3546
crest.beacon@horizoncapital.com
in linkedin.com/in/element-oak
O
Optima catalyst
Matrix vector vital
- CRD
- #46018
(684) 705-9530
unison.alpha@capitalcapital.com
in linkedin.com/in/ridge-signal
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,736,592 | $740,080 |
| Non-Discretionary | $0 | -- |
| Total | $336,736,592 | $740,080 |
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Separately Managed Accounts
Total SMA Asset: $336,736,592
Equity - Exchange:
10.7% Corporate - Investment Grade:
18.0% U.S. Government/Agency:
14.3% Corporate - Non-Investment Grade:
14.0% Cash:
19.9% Municipal Bonds:
9.9% Sovereign Bonds:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $590,446,190 | 10.7% |
| Corporate - Investment Grade | $993,273,965 | 18.0% |
| U.S. Government/Agency | $789,100,983 | 14.3% |
| Corporate - Non-Investment Grade | $772,546,417 | 14.0% |
| Cash | $1,098,119,550 | 19.9% |
| Municipal Bonds | $546,300,681 | 9.9% |
| Sovereign Bonds | $728,400,906 | 13.2% |
| Total | $5,518,188,692 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL WAVE | OPTIMA LEGACY | 3OEDL94UL | RODRO | 1.91% | $13,004,443 |
| BRIDGE INSIGHT BEACON | RIDGE QUANTUM | SQL11292C | ZYH | 1.55% | $94,996,403 |
| HORIZON RADIAL OAK | WAVE VECTOR | 4CQTKI15G | QOJYG | 5.34% | $38,078,051 |
| RADIAL VECTOR GLACIER | HORIZON VALUE | W73Z3MRTD | ZMWM | 6.04% | $13,789,582 |
| MATRIX NORTH | PEAK DELTA | 35I6264WL | ACUH | 2.44% | $93,528,989 |
| QUANTUM ALPHA PRIME | ATLAS OAK | FGK9VO23X | QTA | 3.22% | $14,754,923 |
| SUMMIT VITAL RIDGE | CATALYST PIONEER | 9UK9RBQTM | XDZG | 11.94% | $67,488,139 |
| FOCUS OPTIMA UNISON | ATLAS MATRIX | VCQNNUW57 | URSZ | 5.39% | $69,538,748 |