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WRAPMANAGER INC

UUID82a0c8f1-3c88-5029-962a-360e2396106b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 108834 108834 1.0
cik 0001266014 1266014
sec_file_number 801-57629 801-57629

Profile

WebsiteHTTP://WWW.LETSASSEMBLE.COM
HQ CityMILL VALLEY
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ASSEMBLY WEALTH adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)432,943,158.0
  • RAUM (discretionary)432,943,158.0
  • Actionable assets159,360,782.0
  • Accounts568.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM159,360,782.0

As of 2025-05-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.