Composed Capital LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
340948
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Composed Capital LLC is an owner-operated limited liability company that provides fee-based advisory services using a percentage-of-AUM billing model. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and delivery of educational seminars and workshops. It identifies as an “Other Investment Adviser” and is not marked as a multi-state adviser or an active ESG investor. Regulatory and classification details are limited: the firm is listed as unclassified and is not designated as a capital allocator or a related adviser. The available information suggests a small, practitioner-focused setup that combines ongoing portfolio management with client education and planning work rather than a large institutional investment platform.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Justin Wollman

    Justin Wollman

    Founder and OwnerCRD 4831622

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
575 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth