Composition Wealth, LLC - Investment Advisers

About Composition Wealth, LLC

Composition Wealth is a registered investment adviser headquartered in Los Angeles serving individuals, families, and businesses throughout the United States. The firm manages $9.47 billion in regulatory assets and has a workforce of 128 professionals. Operating as a fiduciary, it provides financial planning and investment advisory services with a commitment to acting in the best interests of its clients. The firm offers several service lines tailored to different client needs, including wealth foundations, private wealth management, multi-family office solutions, and retirement and employee benefit planning. These varied offerings allow the firm to serve clients across different financial situations and life stages. As one of the investment advisers in California, Composition Wealth participates in the broader landscape of US investment advisers.

Key Facts

Assets Under Management

$9.47B

Employees

128

SEC File Number

801-74711