Composure Wealth Management, LLC

Overview

Composure Wealth Management, LLC is an independent, owner-operated advisory firm focused on planning and portfolio management for individual and family clients. The firm charges a percentage of assets under management and can bill hourly for planning work. Its advisory menu centers on personalized equity-heavy portfolios alongside financial planning and small-business retirement consulting. The firm is not positioned as a capital allocator; instead, it sources third-party alternative managers and traditional mutual funds to build client exposures. It does not identify as an active ESG investor. Investment emphasis is equity-oriented—exchange-traded equities are the single largest asset component—while alternatives play a supplemental role via external managers. Given its custodied relationship with a major retail custodian, the firm appears to use liquid traded instruments (ETFs and individual stocks) for core allocation and taps private-market vehicles and specialist managers for alternative exposure.

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Public Holdings

Investments & Alternatives

Location & Offices