WrapManager Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

WrapManager, federally registered in 2000, is a Registered Investment Advisor (RIA) in 46 state(s) with a licensed staff of 6 advisors. WrapManager manages $318.3 million and provides investment advisory services for 296 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,075,352
Hybrid Advisor No
Disciplinary History No
Total AUM $318.3 million
Advisor / Client Ratio 1:50
Headquarters Mill Valley, CA
SEC Filings Forms and Brochures    (CRD # 108834)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, SC, TN, TX, UT, VT, VA, WA, WI

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