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COMPOSITION WEALTH, LLC

CRD 143483File 801-74711
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.47B
Top 10% of cohort (national)
Discretionary AUM
$9.47B
Clients
3,986
12,787 accounts
Employees
128
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Mar 22, 2012
Principal office
11300 WEST OLYMPIC BLVD, SUITE 800, LOS ANGELES, CA, 90064
Phone
(310) 246-1243

Assets & accounts

ADV Item 5F
Total regulatory AUM
$9.47B
Discretionary AUM
$9.47B
Non-discretionary AUM
$0
Discretionary accounts
12,787
Non-discretionary accounts
0
Total accounts
12,787
AUM per client
$2.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other35$75.1M
Insurance companies149$551.1M
Charitable organizations12$151.2M
High net worth individuals406$5.20B
Pension and profit sharing plans30$64.7M
Individuals (other than high net worth individuals)3,354$3.43B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.