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President and Chief Compliance Officer · Assembly Wealth

Valerie D. De Vol

CRD 3193896 · 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 Valerie D. De Vol on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Assembly WealthPresident and Chief Compliance OfficerWealth manager · Mill Valley, CA · $337M in regulatory assets

AtlasMembers

Valerie’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Valerie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.