Lily Inez Gillman
Investment adviser representative at Composition Wealth, LLC
14 yearsExperience
1 stateRegistered in
$9.5BFirm assets
14 yearsFirm in business
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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
14 years in the industry.
- Composition Wealth, LLCJan 2026 to now
- Mdrn Wealth, LLCSep 2025 to Nov 2025
- Focus Partners Wealth, LLCFeb 2025 to Sep 2025
- Merriman Wealth ManagementJun 2023 to Feb 2025
- Bernstein Private Wealth ManagementJun 2022 to Aug 2022
- University of Michigan Department of Recreational SportsDec 2021 to May 2023
- BiercampAug 2021 to Dec 2021
- ShiptJul 2021 to Jan 2022
- Joe and Rosie Coffee and TeaMar 2018 to Aug 2021
- StudentJan 2012 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7789903
- Firm CRD
- 143483