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Lou Maiuri

Chairperson of the Board & Director at AssetMark

Officer record from the firm’s Form ADVForm ADV filed 14 September 2026

Lou Maiuri is Chairperson of the Board & Director of Assetmark, Inc., a Concord investment adviser.

Role at AssetMark

Title on Schedule A
Chairperson of the Board & Director
Control
Lou Maiuri is a control person of AssetMark.
Ownership
An individual ownership band is not available in the source record.
Tenure
Lou Maiuri has held the filed role since September 2024.

The firm

Assetmark, Inc.
Concord, CA

Form ADV filed 14 September 2026

$91.8B AUM456,452 clients269 advisers5 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Lou Maiuri is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Lou Maiuri
CRD
8005323
Firm
Assetmark, Inc.
Record basis
Form ADV officer listing
Firm bio
assetmark.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

AssetMark describes Maiuri’s financial-services background, including leadership roles at State Street and co-founding Eagle Investment Systems. Official firm biography

Common questions

Where does Lou Maiuri work?

Lou Maiuri has been Chairperson of the Board & Director of Assetmark, Inc. since September 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 September 2026

Leadership at AssetMark

Sources

  1. IAPD individual lookup, CRD 8005323. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Assetmark, Inc., filed 14 September 2026. Title, control and ownership bands.
  3. AssetMark team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Lou Maiuri or Assetmark, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.