Declan Tolmachoff Lynch
Investment adviser representative at Assembly Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336.7MFirm assets
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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 WealthAug 2024 to now
- Wrapmanager dba Assembly WealthMar 2019 to now
- UnemployedMay 2018 to Mar 2019
- David Hertz Architects Faia & the Studio of EnvironmentalMay 2017 to Aug 2017
- Skysource Atmospheric Water GenerationMay 2017 to Aug 2017
- Brandeis University, Escort & Safety ServiceJan 2015 to May 2018
- Brandeis UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7977925
- Firm CRD
- 108834