William T Allen
Investment adviser representative at Composition Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Composition Wealth, LLCNov 2025 to now
- Vicus Capital, Inc.Jan 2023 to Oct 2025
- Robert W. Baird & Co. IncorporatedJan 2021 to Jan 2023
- United States ArmyDec 2015 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Composition Wealth, LLC
$9.5BAssets managed
3,986Clients
79Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7278394
- Firm CRD
- 143483