Nicholas Andrew Goldthorpe
Investment adviser representative at Assembly Wealth
12 yearsExperience
1 stateRegistered in
$336.7MFirm assets
26 yearsFirm in business
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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
12 years in the industry.
- Assembly WealthJan 2025 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2025
- First Republic Securities Company, LLCNov 2022 to Sep 2023
- First Republic Investment Management, Inc.Aug 2022 to Sep 2023
- San Diego State UniversityAug 2018 to Aug 2022
- Rancho Cotate HighschoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7663947
- Firm CRD
- 108834