COMPOSITION WEALTH, LLC

RIASEC RegisteredEst. 2012

Total AUM

$9.5B

Discretionary

$9.5B

100% of AUM

Avg account

$741K

Accounts

12,787

Employees

128

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 143483
Registered since: March 22, 2012
Website: www.composition.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.87%
Individuals36.24%
Insurance Companies5.82%
Charitable Organizations1.6%
Corporations / Businesses0.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Composition Wealth, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2012. The firm serves a mix of individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management across retail and institutional mandates. Its business model combines fee-based advisory services (percentage of AUM and fixed fees) with insurance brokerage capabilities. Composition Wealth acts as a capital allocator and uses third-party managers when appropriate, including selecting other advisers for client solutions. The firm is not positioned as an ESG-focused manager. It has received industry recognition across multiple outlets, including listings by Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), Forbes (Top RIA Firms, 2022 and 2024), Barron’s (Top 100 RIA Firms, 2025), and AdvisorHub (50 RIA Firms to Watch, 2026).