Valerie De Vol
Assembly Wealth · Mill Valley, California
Valerie De Vol is a fee-only financial advisor at Assembly Wealth in Mill Valley, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 3193896 |
| Exams passed | Series 63 (2000) · Series 65 (2006) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.letsassemble.com |
How Valerie'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 Valerie
Is Valerie De Vol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie 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 Valerie charge for financial advice?
Valerie's firm, Assembly Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Valerie De Vol based?
Valerie De Vol is based in Mill Valley, California.
Is Valerie De Vol registered with the SEC?
Yes. Valerie De Vol is registered as an investment adviser representative in CA (CRD 3193896), 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 Valerie De Vol?
Through Valerie'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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