Composed Capital LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Justin Wollman
Founder and OwnerCRD 4831622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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