Wrapmanager Inc.

Wrapmanager Inc. (CRD# 108834) is a financial advisory firm headquartered in Mill Valley, CA. They manage $384,633,797 in 599 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    385
    MILLION
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $642,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Wrapmanager Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Gabriel F. Burczyk
CRD#: 1537995
703 Market Street, 18th Floor, San Francisco, CA 94103

Gabriel Burczyk (CRD# 1537995) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 33 years of experience in the finance industry.

2
Valerie D. Devol
CRD#: 3193896
319 Miller Avenue, Mill Valley, CA 94941

Valerie Devol (CRD# 3193896) is an Investment Advisor Representative working at Wrapmanager Inc. in Mill Valley, CA and has over 21 years of experience in the finance industry.

3
Douglas Hutchinson
CRD#: 4920279
319 Miller Avenue, Mill Valley, CA 94941

Douglas Hutchinson (CRD# 4920279) is an Investment Advisor Representative working at Wrapmanager Inc. in Mill Valley, CA and has 1 year of experience in the finance industry.

4
Seton McAndrews
CRD#: 5002648
319 Miller Avenue, Mill Valley, CA 94941

Seton McAndrews (CRD# 5002648) is an Investment Advisor Representative working at Wrapmanager Inc. in Mill Valley, CA and has over 16 years of experience in the finance industry. Seton McAndrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Katie L. O'connor
CRD#: 6260799
319 Miller Avenue, Mill Valley, CA 94941

Katie O'connor (CRD# 6260799) is an Investment Advisor Representative working at Wrapmanager Inc. in Mill Valley, CA and has over 7 years of experience in the finance industry.

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