← Back to searchVisit website
COMPOSITION WEALTH, LLC
CRD 143483 · SEC 801-74711
11300 WEST OLYMPIC BLVD, SUITE 800, LOS ANGELES, CA, 90064, United States
Phone
(310) 246-1243
Fax
(310) 246-1529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.47B
Discretionary AUM
$9.47B
Team
128 total employees; 63 advisory reps; 184 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3354 | $3.43B |
| High net worth individuals | 406 | $5.20B |
| Pension/profit sharing plans | 30 | $64.7M |
| Charitable organizations | 12 | $151.2M |
| Insurance companies | 149 | $551.1M |
| Corporations/business entities | 35 | $75.1M |
States served
AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.composition.com/
- https://www.offitadvisors.com/
- https://www.reddit.com/user/composition_wealth/
- https://www.linkedin.com/company/composition-wealth-1/
- https://www.facebook.com/people/Composition-Wealth/61576932910338/?mibextid=wwXIfr&rdid=Y9sZ0X8SiJGRz5XW&share_url=https%3A%2F%2
- https://www.youtube.com/@CompositionWealth1
Official SEC filing: View on IAPD