Valerie Dawn De vol
Investment adviser representative at Assembly Wealth
21 yearsExperience
1 stateRegistered in
$336.7MFirm assets
26 yearsFirm in business
Are you Valerie Dawn De vol? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Wrapmanager, Inc.May 2023 to now
- Assembly WealthMar 2007 to now
- Wrapmanager, Inc.Jan 2005 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Assembly Wealth
Legal name: Wrapmanager Inc
$336.7MAssets managed
209Clients
6Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3193896
- Firm CRD
- 108834