SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Composition Wealth, LLC
Los Angeles, CA
CRD 143483
Firm filing updated September 22, 2026 ·
- $9.5BAssets
- 3,986Clients
- 63Advisory staff
- 12,787Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals3,354
- High net worth individuals406
- Insurance companies149
- Corporations or other businesses35
- Pension and profit sharing plans30
- and 1 more12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,354 | $3.4 billion |
| High net worth individuals | 406 | $5.2 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $64.7 million |
| Charitable organizations | 12 | $151.2 million |
| Insurance companies | 149 | $551.1 million |
| Corporations or other businesses not listed above | 35 | $75.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$9.5 billion
- Accounts12,787
- DiscretionaryAll accounts
People
- Employees128
- Advisory staff63
- Broker-dealer reps0
- Licensed insurance agents19
- Planning clients500
Advisors
50 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 143483, SEC file 801-74711.
- Registered with the SEC as an investment advisor (status date on record: March 22, 2012).
Is Composition Wealth, LLC a fiduciary?
Short answer: Composition Wealth, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
19 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.