MW
Manager, Client Services
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WrapManager
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
319 Miller Ave, Mill Valley, California,...Phone Number
(800) 541-7774Website
www.wrapmanager.comRevenue
$5.2 MillionIndustry
About WrapManager
Assembly Wealth specializes in personalized wealth management services aimed at empowering clients to achieve their financial goals. They offer tailored financial planning, investment strategies, and estate guidance, ensuring that each client's unique aspirations are met with clarity and confidence. Their intended clients include individuals seeking to navigate complex financial decisions, secure their family's future, and enhance their wealth through strategic planning. With a commitment to transforming financial complexities into meaningful paths, Assembly Wealth focuses on aligning financial strategies with clients' passions and dreams.Explore more
WrapManager Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
$28.1M
2006
MS
Miles StonerInvestment & Financial Milestone Financial Investments Llc Advisor
WrapManager Tech Stack
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Assembly Wealth specializes in personalized wealth management services aimed at empowering clients to achieve their financial goals. They offer tailored financial planning, investment strategies, and estate guidance, ensuring that each client's unique aspirations are met with clarity and confidence. Their intended clients include individuals seekin... Read More
