What departments does Assembly Wealth have?

Assembly Wealth has employees across 2 departments including Operations, Legal.

What is the largest department at Assembly Wealth?

The largest department at Assembly Wealth is Operations with 1 employees.

Where are Assembly Wealth employees located globally?

Assembly Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Assembly Wealth's team size changed over time?

Assembly Wealth's team has remained stable from approximately 7 to 7 employees based on available data.

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Assembly Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Assembly Wealth is a small financial services firm based in Mill Valley, California. It provides personalized wealth management aimed at aligning clients' financial planning with their life goals.

The company maintains a presence on third-party social media platforms, including LinkedIn, though it is not affiliated with those sites. Content on its social channels is described as not being personalized advice and not a guarantee of future results, and users are advised to consult qualified professionals for specific situations.

Assembly Wealth Global Highlights

North America
17

United States Of America
17

Assembly Wealth's Leadership

K. M.
Chief Operating Officer And Chief Compliance Officer
Mobile Phone
Email
V. D.
Chief Compliance Officer
Mobile Phone
Email
S. M.
Vice President - Investments
Mobile Phone
Email
V. D.
President
Mobile Phone
Email
N. G.
Senior Client Service Associate
Mobile Phone
Email

Assembly Wealth Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Assembly Wealth

Name

Title

Contact

Location

Last Update

K. M.
Chief Operating Officer And Chief Compliance Officer
Mobile Phone
Email
Oct 16, 2024
V. D.
President
Mobile Phone
Email
Nov 03, 2025
V. D.
Chief Compliance Officer
Mobile Phone
Email
Jun 08, 2026
S. M.
Vice President - Investments
Mobile Phone
Email
Jan 10, 2025
N. G.
Senior Client Service Associate
Mobile Phone
Email
Bay
Aug 06, 2026

Frequently Asked Questions

What is Assembly Wealth known for?

Assembly Wealth was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-541-****

. Explore Assembly Wealth's company overview page for more information.

What is Assembly Wealth's most common email format?

Assembly Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Assembly Wealth email formats with LeadIQ.

How many employees does Assembly Wealth have currently?

Assembly Wealth has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Assembly Wealth's key employees and leadership?

As of July 2026, Assembly Wealth's key employees include:

Chief Operating Officer And Chief Compliance Officer: K. M.
Chief Compliance Officer: V. D.
Vice President - Investments: S. M.
President: V. D.
Senior Client Service Associate: N. G.

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Assembly Wealth Employee Directory

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