# Composition Wealth, LLC

> Composition Wealth, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 143483
- Filed as: COMPOSITION WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143483
- AdvisorCensus page: https://advisorcensus.com/firm/composition-wealth-llc-los-angeles-ca-143483

## Quick answers

**How is Composition Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Composition Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Composition Wealth, LLC located?**
Composition Wealth, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the October 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Composition Wealth, LLC registered with the SEC or a state?**
Composition Wealth, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 143483.

**How much does Composition Wealth, LLC manage?**
Composition Wealth, LLC reports $9,470,778,412 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Composition Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Composition Wealth, LLC: Regulatory assets under management: $2,012,823,371 in the October 2021 data and $9,470,778,412 in the October 2026 data, up 371%. Total employees: 35 in October 2021 and 128 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Composition Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,354); high net worth individuals (406); insurance companies (149).

**Which custodians does Composition Wealth, LLC use?**
Composition Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Composition Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143483

**Does Composition Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Composition Wealth generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor."

**What changed in Composition Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Seattle, WA. Added an office in Larkspur, CA. No longer lists an office in Sausalito, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Composition Wealth generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $9,470,778,412
- Discretionary: $9,470,778,412
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,354 | $3,431,967,528 |
| High net worth individuals | 406 | $5,196,734,704 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $64,700,226 |
| Charitable organizations | 12 | $151,218,228 |
| Insurance companies | 149 | $551,074,264 |
| Corporations or other businesses not listed above | 35 | $75,083,462 |

### Advisory services (Item 5.G)
- 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 advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 128 total, 63 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Columbia, MD
- Larkspur, CA
- Melville, NY
- Menlo Park, CA
- San Clemente, CA
- Seattle, WA
- Tacoma, WA
- Westerville, OH

### Websites listed on Form ADV (Item 1.I)
- composition.com
- offitadvisors.com
- reddit.com/user/composition_wealth
- Facebook @Composition-Wealth
- LinkedIn @composition-wealth-1
- YouTube @CompositionWealth1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,012,823,371 | 35 | August 20, 2021 |
| October 2022 | $3,067,347,198 | 49 | August 22, 2022 |
| October 2023 | $4,130,634,134 | 68 | September 20, 2023 |
| October 2024 | $4,895,699,621 | 76 | August 16, 2024 |
| October 2025 | $6,714,187,844 | 94 | May 9, 2025 |
| October 2026 | $9,470,778,412 | 128 | September 22, 2026 |

Regulatory assets under management: $2,012,823,371 in the October 2021 data and $9,470,778,412 in the October 2026 data, up 371%.
Total employees: 35 in October 2021 and 128 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Seattle, WA.
- Added an office in Larkspur, CA.
- No longer lists an office in Sausalito, CA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 46 to 63.
- Regulatory assets under management went from $6,714,187,844 to $9,470,778,412 (+41%).
- Changed its office addresses in Seattle, WA.
- Added an office in Melville, NY.
- Added an office in Menlo Park, CA.
- Added an office in San Clemente, CA.
- Added an office in Tacoma, WA.
- Added an office in Westerville, OH.
- No longer lists an office in Center, TX.
- No longer lists an office in Corte Madera, CA.
- No longer lists an office in Hauppauge, NY.
- No longer lists an office in Lake Oswego, OR.
- Registered or notice-filed in TN.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in ME, NM, UT, WI, WY.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Composition Wealth, LLC (CRD 143483): Form ADV filing data as of October 2026.