Investment adviser · CRD 143483
COMPOSITION WEALTH, LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $9.47B Form ADV · Item 5.F
- Client accounts
- 12,787 Accounts, not individual clients
- Employees
- 128 Reported in this filing
- Advisory professionals
- 63 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 406 | $5,196,734,704 | 54.9% |
| Individuals | 3,354 | $3,431,967,528 | 36.2% |
| Insurance companies | 149 | $551,074,264 | 5.8% |
| Charities | 12 | $151,218,228 | 1.6% |
| Corporations & businesses | 35 | $75,083,462 | 0.8% |
| Retirement plans | 30 | $64,700,226 | 0.7% |
Filing source
Form ADV 2127531 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
11300 WEST OLYMPIC BLVD, SUITE 800LOS ANGELES, CA, 90064, United States
CRD 143483
Filing source
Form ADV 2127531 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.