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Nicholas Andrew Goldthorpe

Assembly Wealth

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About Nicholas Andrew Goldthorpe

Nicholas Andrew Goldthorpe is an Investment Advisor Representative at Assembly Wealth. Nicholas has been in the industry since 2022. He is registered with the state of California and has also passed the Series 66, Series 7TO, and SIE exams. Nicholas has previous experience at First Republic Securities Company, LLC. Nicholas specializes in Financial Planning, Selection of Other Advisers, and Portfolio Management for Individuals.

Firm Information

Nicholas Goldthorpe is currently registered with Assembly Wealth. Assembly Wealth is a registered investment advisor located in Mill Valley, CA. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $368,984,168 in regulatory assets for 615 accounts. Assembly Wealth also participates in wrap fee programs.
Assembly Wealth

319 MILLER AVENUE

MILL VALLEY, CA 94941

$368.98M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Goldthorpe’s Registration & Firm History

CA

02/04/2025 - Present

Assembly Wealth (MILL VALLEY CA)

CA

12/07/2022 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)

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Licenses & Designations

BOTH

Issued 07/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Nicholas Andrew Goldthorpe.
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