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COMPOSITION WEALTH, LLC
CRD 143483File 801-74711
APPROVED
Retail clients
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 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
- Website
- https://www.composition.com/
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 type | Clients | AUM |
|---|---|---|
| Other | 35 | $75.1M |
| Insurance companies | 149 | $551.1M |
| Charitable organizations | 12 | $151.2M |
| High net worth individuals | 406 | $5.20B |
| Pension and profit sharing plans | 30 | $64.7M |
| Individuals (other than high net worth individuals) | 3,354 | $3.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 94 | 128 | increased by34 |
| Apr 1, 2026 | Clients | 2,933 | 3,986 | increased by1,053 |
| Apr 1, 2026 | AUM | $6,714,187,844 | $9,470,778,412 | increased by$2,756,590,568 |
| Apr 1, 2026 | Accounts | 8,671 | 12,787 | increased by4,116 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 94 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,455 | 2,933 | increased by1,478 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,067,347,198 | $6,714,187,844 | increased by$3,646,840,646 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,445 | 8,671 | increased by7,226 |
| Apr 1, 2022 | Employees | 35 | 49 | increased by14 |
| Apr 1, 2022 | Clients | 701 | 1,455 | increased by754 |
| Apr 1, 2022 | AUM | $2,012,823,371 | $3,067,347,198 | increased by$1,054,523,827 |
| Apr 1, 2022 | Accounts | 1,876 | 1,445 | decreased by431 |
| Sep 1, 2021 | Employees | 33 | 35 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMPOSITION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPOSITION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.