Chicago, IL W. Jackson Office

Team
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Composition Wealth, LLC logo

Composition Wealth, LLC

Multi-team

Firm-wide stats for Composition Wealth, LLC

Total advisors

81

Across 28 offices

Clients per advisor

46 Low

Avg AUM per client

$2,294,868 Very High

HNW client ratio

11% Low

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.

Based on Composition Wealth, LLC

Expertise

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

Based on Composition Wealth, LLC

Location

141 W. Jackson, Suite 2110

Chicago IL 60604

Advisors at this office

3

Advisors at this office

user avatar

Matthew D

CFA®, Series 66

Chicago, IL

Composition Wealth, LLC

Matthew Dmytryszyn is a CFA® charterholder with seven years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Telemus Capital, LLC and LaSalle Street Capital Management, LLC. Outside of his advisory role, he serves as Treasurer and board member of Bridge Communities, a nonprofit providing transitional housing to homeless families. Composition Wealth, LLC offers 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 using low-cost, diversified funds supplemented by individual securities and independent managers, 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

Matthew M

Series 65

Chicago, IL

Composition Wealth, LLC

Matthew Mueller is a financial advisor at Composition Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. 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. The firm employs a 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 across its multi-advisor platform.

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

Brian B

CFA®, Series 63, Series 65

Chiacgo, IL

Composition Wealth, LLC

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, 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
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