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, SEC-registered wealth manager organized as an LLC and operating since 2012. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator that combines portfolio management and financial planning with insurance brokerage services. Its advisory scope includes retail and institutional portfolio management, pension consulting, financial planning, and the selection of outside advisers. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. Composition Wealth does not self-identify as an active ESG investor. The firm has drawn recognition in the industry, appearing on several external lists: Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), Forbes’ Top RIA Firms (2022 and 2024), Barron’s Top 100 RIA Firms (2025), and AdvisorHub’s 50 RIA Firms to Watch (2026).