A complete list of active advisors currently associated with Assembly Wealth

Warmer can help you find a great advisor at Assembly Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Assembly Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.