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 organized as an LLC and operating since 2012. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator — sourcing third‑party strategies in addition to managing portfolios directly. Its revenue model combines percentage-of-AUM fees with fixed fees, and the firm also operates as an insurance broker. Advisory services listed include financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and selection of other advisers. Composition Wealth does not present itself as an active ESG investor. The firm has received industry recognition from multiple outlets over recent years, including placement on lists published by Financial Times, FA Magazine, Forbes (2022 and 2024), Barron’s (Top 100 in 2025), and AdvisorHub (50 RIA Firms to Watch in 2026).