Assembly Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Assembly Wealth is an SEC-registered investment adviser that provides discretionary portfolio management, standalone financial planning, and third‑party manager services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of 12/31/2025 the firm reported managing approximately $336.7 million and serves clients through its Assembly Wealth Wrap Fee Program and related advisory agreements.
The firm develops individualized investment policies through client interviews and manages accounts across a range of strategies using asset allocation, long‑ and short‑term purchases and trading as appropriate; accounts are generally managed on a discretionary basis. Assembly also uses third‑party managers and platforms to implement specialized strategies — including tax‑managed/direct indexing approaches and long/short equity allocations — and discloses that some implementations may involve margin or leverage for transitions or management purposes.
What distinguishes Assembly from many peers is that it operates a wrap fee program (with fee debiting procedures described in its Wrap Fee Brochure) while also making third‑party manager options available, a combination less common among similarly sized team firms. The firm’s marketing and program materials also include advertised hypothetical performance and performance results, and it discloses negotiation of account minimums and fee arrangements (typical minimums referenced) and the potential for additional fees when third‑party managers are used.
Client services
Expertise
Fee options
Financial planning fixed fees typically ranging from $2,500 to $5,000
Up to 2.0% annually, negotiable on client-by-client basis
$125 to $250 per hour for paraplanner, $250 to $475 per hour for certified financial planner, $600 to $1,200 per hour for senior advisor
Account minimum: $500,000 Fee-only: Financial planning fees charged on hourly basis ($125 to $1,200 per hour depending on staff level) and fixed fee basis ($2,500 to $5,000)
Main office
319 Miller Avenue
Mill Valley CA 94941
Advisors at this office
6
Most active in
Arizona · California · Florida · Michigan · Nebraska · New Jersey · New York · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Assembly Wealth · Wrapmanager Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jesse H
CFP®, Series 65
Mill Valley, CA
Assembly Wealth
Jesse Hindson is a CFP® with six years of industry experience, currently serving at Assembly Wealth since 2024. Prior to joining Assembly Wealth, he worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC from 2019 to 2024. His background also includes roles outside finance at Big Water Grille and Vail Resorts Retail. Assembly Wealth is an SEC-registered investment adviser managing approximately $336.7 million as of the end of 2025. The firm provides discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing a combination of asset allocation strategies and third-party managers within its wrap fee program.
Douglas H
CFA®
Mill Valley, CA
Assembly Wealth
Douglas Hutchinson is a CFA® charterholder with nine years of industry experience. He is currently with Assembly Wealth in Mill Valley, CA, and has been associated with WrapManager, Inc. since 2014. Assembly Wealth provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, time horizon, and risk tolerance.
Declan L
CFP®
Mill Valley, CA
Assembly Wealth
Declan Lynch is a CFP® affiliated with Assembly Wealth in Mill Valley, CA, with two years of industry experience. Prior to his current role, he worked across various sectors including architecture and environmental technology. He also served in escort and safety services at Brandeis University for several years. Assembly Wealth is a team-based SEC-registered investment adviser managing approximately $336.7 million as of year-end 2025. The firm offers discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing individualized investment policies and a combination of in-house and third-party strategies.
Gabriel B
Series 63, Series 65
Mill Valley, CA
Assembly Wealth
Gabriel Burczyk is a financial advisor at Assembly Wealth in Mill Valley, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with WrapManager since 2000. Outside of his advisory work, he is a general partner of NVBG, LLC, involved in property management activities. Assembly Wealth is an SEC-registered advisory team managing approximately $336.7 million as of 12/31/2025, serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, financial planning, and third-party manager services, utilizing a variety of investment strategies and operating a wrap fee program combined with access to third-party manager options.
Valerie D
Series 63, Series 65
Mill Valley, CA
Assembly Wealth
Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.
Nicholas G
Series 66
Mill Valley, CA
Assembly Wealth
Nicholas Goldthorpe is a financial advisor at Assembly Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Prior to his advisory career, he spent four years at San Diego State University and Rancho Cotate High School. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, managing over $430 million in discretionary assets as of the end of 2024.
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