Declan Lynch
Assembly Wealth · Mill Valley, California
Declan Lynch is a fee-only financial advisor at Assembly Wealth in Mill Valley, California, who holds the CFP credential. Assembly Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Assembly Wealth |
|---|---|
| Based in | Mill Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $336.7M across 455 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7977925 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.letsassemble.com |
How Declan's firm compares
- Assembly Wealth's average account is about $740,000, from its Form ADV (assets managed divided by 455 accounts).
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Questions about Declan
Is Declan Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Declan holds no broker registration, and Assembly Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Declan charge for financial advice?
Declan's firm, Assembly Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Declan Lynch based?
Declan Lynch is based in Mill Valley, California.
What credentials does Declan Lynch hold?
Declan Lynch holds the CFP credential.
Is Declan Lynch registered with the SEC?
Yes. Declan Lynch is registered as an investment adviser representative in CA (CRD 7977925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Assembly Wealth manage?
Assembly Wealth reports $336.7M across 455 accounts in assets under management.
How do I contact Declan Lynch?
Through Declan's website, www.letsassemble.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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