A complete list of active advisors currently associated with Composition Wealth, LLC
Warmer can help you find a great advisor at Composition Wealth, LLC or one who fits your needs even better.
Composition Wealth is an SEC‑registered investment adviser that provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory to individuals (including high‑net‑worth clients), trusts, businesses, retirement plans and broker/dealers. The firm manages roughly $9.5 billion on a discretionary basis through a multi‑advisor platform and offers both ongoing portfolio management and standalone planning or consulting engagements. The firm typically pursues a long‑term, asset‑allocation driven approach, constructing diversified portfolios from low‑cost mutual funds and ETFs as well as individual stocks and bonds, while using options, private investment funds or structured notes on a case‑by‑case basis. Composition Wealth employs fundamental and technical analysis, may implement portions of portfolios through independent third‑party managers, and uses third‑party access platforms—at times bearing platform costs rather than passing them to clients—while providing ongoing oversight and rebalancing to align with client risk profiles. What distinguishes the firm from many peers are its affiliated business lines and legacy programs: it operates a licensed insurance agency that earns commission income on insurance sales and a separately organized accounting firm that provides tax services under an administrative services arrangement, relationships the brochure discloses as creating potential conflicts of interest. The firm also notes institutional custodian relationships that provide technology and support benefits, sponsors a legacy wrap fee program closed to new assets, does not charge performance‑based fees, and does not run proprietary investment funds.
To learn more about the advisors currently working at Composition Wealth, 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.
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