MILL VALLEY, CACRD 108834Latest ADV March 27, 2026
Assembly Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated March 27, 2026, reports $337M in regulatory assets under management, 9 employees, and 455 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
180
2
HNWI
13.9%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of March 27, 2026
Discretionary100.0%
$337M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$337M
Total Accounts455
10Y AUM Change+$47M (+16.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee23:1
10Y Employee Change-4 (-30.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.