CEO · Assembly Wealth
Gabriel F. Burczyk
CRD 1537995 · Named on Form ADV at one SEC-registered adviser
At a glance
Assembly Wealth, an SEC-registered wealth manager based in Mill Valley, CA with $337 million in regulatory assets, lists Gabriel F. Burczyk on its Form ADV as CEO, a control person.
Firms and roles
- Assembly WealthCEOWealth manager · Mill Valley, CA · $337M in regulatory assets
AtlasMembers
Gabriel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Valerie D. De VolPresident and Chief Compliance Officer, Assembly Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gabriel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.