A complete list of active advisors currently associated with Composed Capital LLC

Warmer can help you find a great advisor at Composed Capital LLC or one who fits your needs even better.

Composed Capital LLC provides discretionary investment management and ongoing financial planning to individuals and families—primarily high-earning professionals in the accumulation phase—and also delivers investment advisory services to retirement plans, including Solo 401(k) plans, company 401(k) plans, and defined benefit/cash balance plans. The firm offers a subscription option for ongoing financial planning separate from investment management and coordinates with third‑party custodians, recordkeepers, and actuaries as needed. Portfolios are constructed from client-specific Investment Policy Statements and implemented mainly with broadly diversified ETFs, with a long-term strategic allocation focus, periodic monitoring, and rebalancing; limited crypto exposure is available via crypto ETFs where suitability is established. The firm uses third‑party planning software (e.g., MoneyGuidePro) and a proprietary engagement tool (Sonar) to support client goal-setting, documentation, and ongoing planning conversations. What distinguishes the firm from many peers is its array of affiliated activities and disclosed outside business interests, including ownership of a planning‑technology company, a separate bookkeeping/tax services business, and participation in private investment vehicles, all of which the firm discloses and manages as potential conflicts. The firm also emphasizes retirement plan consulting and participant education and enrollment support—services (and coordination with actuaries/plan administrators) that are less commonly offered by independent advisers of its size.

To learn more about the advisors currently working at Composed Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Justin Wollman	San Francisco, CA	13

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