Unclaimed Profile

Valerie Dawn Devol

WRAPMANAGER INC·MILL VALLEY, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredWRAPMANAGER INC

319 MILLER AVENUE, MILL VALLEY, CA 94941CRD# 3193896Firm CRD# 108834

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Valerie Dawn Devol · MILL VALLEY, CA

Registration

CRD #3193896 · WRAPMANAGER INC · 19 years registered

Brand Profile

Not yet started

Career History

ASSEMBLY WEALTH

Mar 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 5, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WRAPMANAGER INC

CRD 108834 · SEC 801-57629

AUM

$369M

Regulatory assets under management

Employees

615 client accounts

Services offered by WRAPMANAGER INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WRAPMANAGER INC →

Introduction

Speak with Valerie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Valerie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILL VALLEY?

Browse all registered financial advisors in MILL VALLEY, California or claim this profile if it's yours.

Browse MILL VALLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Valerie Dawn Devol offer?

Valerie Dawn Devol specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.

What are Valerie Dawn Devol's credentials?

Valerie Dawn Devol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie Dawn Devol located?

Valerie Dawn Devol is based in MILL VALLEY, California, working with WRAPMANAGER INC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Valerie Dawn Devol charge for services?

Valerie Dawn Devol's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WRAPMANAGER INC?

WRAPMANAGER INC has approximately 8 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →