Seattle, WA Fourth Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Composition Wealth, LLC
Multi-team
Firm-wide stats for Composition Wealth, LLC
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
Based on Composition Wealth, LLC
Location
1215 Fourth Ave, Suite #935
Seattle WA 98161
Advisors at this office
3
Advisors at this office
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.
Mark D
CFP®, Series 63, Series 65
Seattle, WA
Composition Wealth, LLC
Mark Dennie is a CFP® professional with 30 years of industry experience currently with Composition Wealth, LLC. He previously worked at Vinoble Group for six years and Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory role, Dennie is a licensed insurance agent. Composition Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities with investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and external managers, managing approximately $9.47 billion in discretionary assets as of year-end 2025.
Sean O
CFP®, Series 66
Seattle, WA
Composition Wealth, LLC
Sean Owen is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Composition Wealth, LLC, having previously held positions at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of advisory work, he is involved in Altarus Records. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using diversified mutual funds and ETFs, alongside individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets.
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.
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”)