Wrapmanager Inc
● SEC registered since 2000CRD 108834SEC# 801-57629Mill Valley, CA
Reg. AUM
$336.7M
Employees
9
Accounts
455
Location
Mill Valley, CA
Wrapmanager Inc assets under management
Wrapmanager Inc operates as an SEC-registered investment adviser based in Mill Valley, CA. The firm has been registered since 2000. It reports $336.7 million in regulatory assets under management and employs 9 people.
Wrapmanager Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel Fritz Burczyk Control | Ceo | Over 75% | 2000 |
| Valerie Dawn De Vol Control | President And Chief Compliance Officer | Under 5% | 2005 |
Frequently asked questions
How much does Wrapmanager Inc manage?
Wrapmanager Inc reports $336.7 million in regulatory assets under management on its Form ADV.
How many employees does Wrapmanager Inc have?
Wrapmanager Inc reports 9 employees.
Where is Wrapmanager Inc located?
Wrapmanager Inc is based in Mill Valley, CA and has been SEC-registered since 2000.
Does Wrapmanager Inc disclose fund performance?
Wrapmanager Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 319 Miller Avenue, Mill Valley, CA 94941 |
| Phone | 415-541-7774 |
| Fax | 415-541-9760 |
| Office hours | M-Th: 6:30 a.m.-4:00 p.m. And F: 6:30a.m. - 2:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1266014 |
| Discloses disciplinary history | No |
Regulatory AUM
$336.7M▼ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$336.7Mregulatory AUM
Discretionary $336.7M