Wealth manager, independent · LOS Angeles, CA
Composition Wealth, LLC
SEC-registered investment adviser · CRD 143483 · SEC 801-74711
At a glance
Composition Wealth, LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $9.5B in regulatory assets under management as of its Form ADV filed September 22, 2026. It reports 3,760 individual clients, 406 of them high-net-worth, holding an average of about $2.3 million each, and 128 employees. That ranks it 108th among the nation’s 5,657 independent wealth management RIAs and 16th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 310-246-1243composition.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.5B
- Rank among independent wealth managers
- #108 of 5,657
- Rank among all SEC RIAs
- #1,422 of 17,210
- Rank in California
- #16 of 714
- Individual clients
- 3,760
- High-net-worth clients
- 406
- Accounts
- 12,787
- Discretionary
- 100% of AUM
- Employees
- 128
- Advisory staff
- 63
- Offices
- 20
Owners and executives on its Form ADV
- Matthew E. GranskiChief Operating Officer
- Brock E. MoseleyManaging Partner
- Peter C. KarpPartner
- Matthew J. DmytryszynChief Investment Officer
- Nathaniel J. AngeloChief Executive Officer
- Gabrielle GlemannChief Compliance Officer
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Composition Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Its Form ADV brochure (filed September 2026) names Johnstone Brokerage Services as the broker-dealer its advisers are registered with.
Broker-Dealer Affiliations Certain Advisory Persons are also registered representatives of Johnstone Brokerage Services, LLC (“JBS”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 406 | $5.2B | 55% |
| Individuals | 3,354 | $3.4B | 36% |
| Insurance companies | 149 | $551M | 6% |
| Charitable organizations | 12 | $151M | 2% |
| Corporations or other businesses | 35 | $75M | <1% |
| Pension and profit sharing plans | 30 | $65M | <1% |
Disciplinary disclosures
Composition Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗composition.com ↗
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The full record on Composition Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 426 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Perigon Wealth Management, LLCSAN Francisco | $11B | 5,421 |
| Pure Financial Advisors, LLCSAN Diego | $11B | 7,503 |
| Parallel Advisors, LLCSAN Francisco | $10B | 4,169 |
| Axxcess Wealth Management, LLCCarlsbad | $8.9B | 9,558 |
| Robertson StephensSAN Francisco | $8.8B | 2,236 |
| One Capital Management, LLCWestlake Village | $8.5B | 3,468 |
Background
Questions
How much does Composition Wealth, LLC manage?
Composition Wealth, LLC reports $9.5B in regulatory assets under management across 12,787 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
How many clients does Composition Wealth, LLC have?
It reports 3,760 individual clients: 406 high-net-worth individuals and 3,354 other individuals. Individuals account for about 91% of its regulatory assets.
Where is Composition Wealth, LLC headquartered?
Its main office is in LOS Angeles, California. It reports 20 offices in total and 128 employees, 63 of whom perform investment advisory functions.
How does Composition Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Composition Wealth, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed September 22, 2026, it reports these amounts held: Charles Schwab ($5.3B); Fidelity ($3.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Composition Wealth, LLC a hybrid RIA with a broker-dealer?
Composition Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Composition Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Composition Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Composition Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →