LOS ANGELES, CACRD 143483Latest ADV March 27, 2026
Composition Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 27, 2026, reports $9.5B in regulatory assets under management, 128 employees, 19 offices, and 12,787 accounts.
Assets Under Management
$9.5B
Employees
128
Offices
19 offices
Total Clients
3,986
Primary office
LOS ANGELES, CA
11300 WEST OLYMPIC BLVD, SUITE 800, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
3,354
2
HNWI
10.2%
406
3
Insurance Cos.
3.7%
149
4
Corporations
0.9%
35
5
Pension Plans
0.8%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.5Bas of March 27, 2026
Discretionary100.0%
$9.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.5B
Total Accounts12,787
10Y AUM Change+$8.7B (+1156.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees128
Clients per Employee31:1
10Y Employee Change+112 (+700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.