Our Goal is to Help You Achieve Yours

Composition Wealth is an independent, RIA firm focused on providing best-in-class guidance, advice, and technology tailored to evolve with you over time. We foster a supportive, advisor-focused environment that allows us to concentrate on helping clients write the next chapter in their financial story and ultimately achieve their life goals.

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The Composition Story

Composition Wealth emerged out of a desire to create a nation-wide collective of wealth advisors and industry experts who work in a team environment to provide value-added planning strategies and best-in-class services that are tailored to each individual client. As a Registered Investment Advisory firm with over $7.4B* in assets, Composition Wealth is dedicated to helping clients compose their personal success story and get the most out of life.

*Data as of 12/31/24

We Like Positive Numbers

While numbers don’t tell the whole story, they do compose a story that we’re proud to share.

$7.4B*

Assets Under Management

*Data as of 12/31/24

Team Locations

Headquartered in Los Angeles with offices across the country

90+

Employees

Over 15 advisory teams with 40+ dedicated support staff

Professional Designations & Certifications

Including 17 Certified Financial Planners

The wealth management needs of successful families have become increasingly complex. We've built a platform that brings everything together, from investment strategy to tax planning and estate solutions. With access to this depth of resources, advisors can focus on what matters most, helping their clients build and protect wealth for generations.
Nate Angelo, Head of Wealth Management, Composition Wealth, 2025

Financial security is an extension of people’s value system. You need to understand what they care about, what’s important to them, what their objectives are, and then build a portfolio to achieve those objectives.
Jeff Alpert, Partner, Composition Wealth, 2025

What makes our approach different is having specialists work together on every client's behalf. When investment decisions connect to tax planning, or estate strategies affect retirement goals, we bring the right experts to the table. That's how we help clients see their complete financial picture.
Brock Moseley, Partner, Composition Wealth, 2025