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WRAPMANAGER INC

Doing business as ASSEMBLY WEALTH. SEC Form ADV profile.

Total regulatory AUM
$336,736,592
Discretionary
$336,736,592
Non-discretionary
$0

Firm details

CRD number
108834
SEC file number
801-57629
Main office
MILL VALLEY, CA, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.