Declan Tolmachoff Lynch

$337M regulatory AUM 209 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

319 Miller Avenue, Mill Valley, CA 94941 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-08-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wrapmanager Dba Assembly Wealth	Mill Valley	CA	03/2019	Present
Brandeis University	Waltham	MA	08/2014	05/2018
Unemployed	San Francisco	CA	05/2018	03/2019
Brandeis University, Escort & Safety Service	Waltham	MA	01/2015	05/2018
Skysource Atmospheric Water Generation	Venice Beach	CA	05/2017	08/2017
David Hertz Architects Faia & The Studio Of Environmental	Venice Beach	CA	05/2017	08/2017

03/2019 → Present

Wrapmanager Dba Assembly Wealth

Mill Valley, CA
08/2014 → 05/2018

Brandeis University

Waltham, MA
05/2018 → 03/2019

Unemployed

San Francisco, CA
01/2015 → 05/2018

Brandeis University, Escort & Safety Service

Waltham, MA
05/2017 → 08/2017

Skysource Atmospheric Water Generation

Venice Beach, CA
05/2017 → 08/2017

David Hertz Architects Faia & The Studio Of Environmental

Venice Beach, CA

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