Wealth Manager • Mill Valley, United States

Assembly

Assembly is a wealth manager based in Mill Valley, United States, founded in 1998. Verified contact details, AUM data, and investment preferences on FindLPs.

1998
Year Founded
Wealth Manager
Investor Type
Mill Valley, United States
Headquarters
About

Assembly

Discover financial empowerment with Assembly Wealth. Personalized wealth management plans to help you secure a future toward your financial goals.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.