Composition Wealth, LLC logo

Composition Wealth, LLC

Updated today

Client AUM

$8,628,702,232

Clients

3,760

Advisors

81

across 28 offices

About

Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third‑party broker‑dealers and retirement plans. For retirement plan engagements it serves in a fiduciary capacity and offers services such as investment policy design, provider searches, investment oversight (ERISA 3(21)) and investment management (ERISA 3(38)).

The firm’s investment approach is primarily long‑term and built around low‑cost, diversified mutual funds and ETFs, with supplemental use of individual stocks, bonds and, on occasion, options, private investment funds and structured notes; Composition Wealth employs both fundamental and technical analysis and an internal due‑diligence process. It may also recommend and oversee unaffiliated independent managers for portions of client portfolios and conducts regular reviews and rebalancing, including tax‑sensitive actions such as harvesting gains or losses.

Noteworthy distinctions include its scale and multi‑advisor structure—managing approximately $9.47 billion in discretionary assets as of December 31, 2025 and serving clients under a typical minimum relationship size of $500,000—and its involvement in insurance distribution and related affiliations. Composition Wealth is a licensed insurance agency (and receives commission‑based compensation for insurance sales separate from advisory fees), has affiliated entities for insurance and tax services, provides financial institution consulting to broker‑dealer customers, and discloses the controlled use of AI tools for drafting and administrative support with human review and written policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees generally ranging from $2,000 to $50,000 for standalone financial planning or consulting services

Percentage

Up to 1.50% annually (generally, may vary based on scope, complexity, asset level, and client relationship)

Other

Account minimum: $500,000 (may be waived at Advisor's discretion) Fee-only: Fixed fees for stand-alone financial planning or consulting services generally ranging from $2,000 to $50,000, may also be fixed or formula-based for ongoing standalone financial planning

Main office

See office

11300 West Olympic Blvd, Suite 800

Los Angeles CA 90064

Advisors at this office

30

Most active in

Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Also doing business as

Composition Wealth, LLC · Miracle Mile Advisors, Inc. · Miracle Mile Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Luke M

CFP®, Series 63

Tacoma, WA

Composition Wealth, LLC

Luke Mazariegos is a CFP® and holds a Series 63 license with experience across several financial firms, including Mercer Advisors and Key Investment Services LLC. He has one year at Composition Wealth, LLC and previously worked in banking and hospitality. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with supplemental strategies including individual securities and independent managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Daniel T

CFP®, Series 65

Los Angeles, CA

Composition Wealth, LLC

Daniel Tang is a CFP® with four years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. His prior experience includes roles at Karp Capital Management Corporation and UBS Financial Services Inc. Tang holds a Series 65 license and is based in Los Angeles, CA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets as of year-end 2025.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Russell H

CFA®, Series 63

Los Angeles, CA

Composition Wealth, LLC

Russell Hoss is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Composition Wealth, LLC. He has two years of industry experience, including prior roles at Future Wealth LLC and Champlain Investment Partners. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Mary P

Series 63, Series 65

Seattle, WA

Composition Wealth, LLC

Mary Pieper is a financial advisor at Composition Wealth, LLC in Seattle, WA, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Unionview Wealth Partners and Wells Fargo Advisors. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Joel K

Series 63, Series 66

Chicago, IL

Composition Wealth, LLC

Joel Kendall is a financial advisor with Composition Wealth, LLC in Chicago, IL. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. His prior roles include positions at UBS Financial Services and Advisory Partners, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets as of the end of 2025.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

David P

CFP®, ChFC®, Series 63

Tacoma, WA

Composition Wealth, LLC

David Paulson is a CFP® and ChFC® with seven years of experience in financial services. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Alexander C

CFP®, Series 65

Seattle, WA

Composition Wealth, LLC

Alexander Cyrus is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Composition Wealth, LLC since 2021. Outside of his advisory role, he is involved in marketing and sales facilitation for hemp products through Circle C LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Nicole P

Series 65

Los Angeles, CA

Composition Wealth, LLC

Nicole Pavlovic is a financial advisor at Composition Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Freestone Capital Management, LLC. Outside of finance, she has experience in the event and catering industries. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Emil G

Series 65

Los Angeles, CA

Composition Wealth, LLC

Emil Georgiev is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Composition Wealth, he worked at Miracle Mile Advisors, LLC and Pathstone Family Office, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by fundamental and technical analysis and regular portfolio reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Craig B

Series 63, Series 65

Los Angeles, CA

Composition Wealth, LLC

Craig Borkovec is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. for four years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets through a multi-advisor structure.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Paul G

Series 63, Series 65

Tacoma, WA

Composition Wealth, LLC

Paul Glenn is a financial advisor with Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented with individual securities and alternative investments, and offers fiduciary services for retirement plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Bret H

CFA®, Series 66

Seattle, WA

Composition Wealth, LLC

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Composition Wealth, LLC and previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Jacob H

Series 63, Series 65

Los Angeles, CA

Composition Wealth, LLC

Jacob Hungarter is a financial advisor at Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several healthcare technology firms. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and other organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Wendy C

Series 66

Westerville, OH

Composition Wealth, LLC

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. Additionally, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, estates, businesses, and charitable organizations. The firm emphasizes a long-term, low-cost investment approach using diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and tax-sensitive rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Robert S

Series 63, Series 65

Lloyd Harbor, NY

Composition Wealth, LLC

Robert Schpoont is an investment advisor representative at Composition Wealth, LLC with 23 years of industry experience. He previously spent 24 years at North Shore Asset Management, LLC and is currently dually registered with both firms during a transition period. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, supplemented by other asset types, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)