Composition Wealth, LLC

RIASEC Registered

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 SEC-registered since 2012. The firm serves both individuals/families and institutional clients and operates as a capital allocator—managing discretionary portfolios while also directing assets to third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Composition Wealth also operates an insurance brokerage practice and charges clients via a combination of percentage‑of‑AUM and fixed fees. The firm has been recognized in industry rankings over the past several years, with placements in outlets such as Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), Forbes (2022, 2024), Barron’s (Top 100 RIA Firms, 2025) and AdvisorHub (50 RIA Firms to Watch, 2026). Composition Wealth is not identified as an active ESG investor.