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For Advisors

Let’s Write Your Success Story

We understand that as an advisor your story is marked by your own aspirations, business challenges, and professional journey. And we want to be a part of that journey. At Composition Wealth, we provide a robust platform for growth-focused RIAs and advisors, while maintaining an innovative and dynamic culture. Our dedicated team of experienced professionals is here to support you every step of the way, so together we can write the ultimate success story.

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Recognition

A Partnership Focused
on You

Composition Wealth is uniquely positioned as an award-winning, boutique, national RIA platform with an industry-leading culture. Our partnerships are advisor-centric and accelerate enterprise value for all partners. They’re designed to meet you where you are and solve for what you’re looking for.

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At Composition Wealth We Provide:

Alleviated Capacity Constraints

Succession Planning

Accelerated Organic Growth

Expanded Services for Clients

Why Partner With Composition Wealth? 

We are uniquely structured to accelerate growth for all partners by offering robust support including a full spectrum of marketing services, firm-generated leads, and comprehensive back-office assistance.

Equity
Stake

All partners receive the same class of stock, whether you are a founding principal or our newest partner.

Culture

Our industry-recognized culture is based on respect, results, and having fun. Come and see what we’re all about.

Wealth Strategy
Team

We have a dedicated team of estate, tax and financial strategists along with experienced insurance experts that each advisor can access for their clients.

Smooth Transition

Over the past 5 years, we have brought on 11 advisor teams using our refined on-boarding process to ensure a smooth and seamless transition.

Technology & Integration Team 

We have diligently invested to enhance our technology stack and integration processes to be advisor-friendly and business-development oriented.

As our firm developed and the independent fiduciary business evolved, I spent four years looking for the right partner. I discovered that finding the right partner is all about fit. After joining Composition Wealth, we quickly saw that 1+1=5. We kept everything our clients valued and gained resources that help us do even more for them.

John Caffrey, Founder of Castle Asset Management, 2025

I chose to build my practice at Composition Wealth because they share my commitment to partnering with clients to build their financial stability. Support and mentorship are critical to evolving my career as an advisor. I have direct access to internal teams for comprehensive wealth strategy and financial planning, which helps me make a meaningful difference in my clients' lives.

Samantha Kennedy, Director, Composition Wealth, 2025

Over thirty years, I've built deep relationships with my clients and their families. Partnering with Composition Wealth means I can continue growing these relationships while knowing my clients will be well taken care of for generations. Composition Wealth shares my commitment for putting clients' needs first.

Sam Coquillard, Partner, Composition Wealth, 2025

Connect with Us

Connect with us to learn more about joining the Composition Wealth team. We look forward to hearing about your goals and how together, we will write the next great chapter in our shared story.

Bruce Milam

Chief Executive Officer

Seattle, WA

Nate Angelo

Head of Wealth Management

Seattle, WA

Antonia Burchman

Managing Director, Growth Initiatives

Los Angeles, CA

Bruce Milam

Chief Executive Officer

Bruce is the Chief Executive Officer at Composition Wealth and oversees the firm’s day-to-day operations while driving the formulation and execution of the firm’s growth strategy.

Prior to joining Composition Wealth, Bruce worked for nearly a decade at Freestone Capital Management, an RIA based in Seattle, where he served as Chief Operating Officer. During his tenure, he led vision and strategy efforts and contributed towards Freestone’s extraordinary growth accomplishments. Prior to that, Bruce spent over eight years as a Director at HBK Capital Management, building out the firm’s operations and technology infrastructure while also leading teams through large-scale transformations to drive scale and optimization.

Bruce received his Masters of Professional Accounting at Texas McCombs School of Business and his bachelor’s degree from the University of Texas, Austin. In his time away from work, Bruce enjoys being active – ideally doing something outdoors, international travel, and keeping up with his twin teenage sons.

Fun Facts:

  • Is an avid reader with a goal to consume 25 books a year
  • Has attended 3 of the 4 tennis grand slam tournaments – only Australia remains
  • Loves carbohydrates more than they love him

Nate Angelo

Head of Wealth Management

Nate is the Head of Wealth Management at Composition Wealth and will collaborate with the firm’s senior leaders to develop, refine, and execute its market and sales strategies, onboarding processes, financial planning framework, and holistic client experience. He will ensure that Composition Wealth is a place focused on an advisor-client relationship that is transformative in nature, thereby impacting the lives of our clients in a meaningful and positive way.

Prior to joining Composition Wealth, Nate held senior leadership roles at RBC Wealth Management. He was the Pacific Northwest Complex Director where he served in a Senior Managing Director capacity, growing the Pacific Northwest revenues by over 60% through advisor recruiting, coaching, and expanded advisor support. Prior to that, Nate was Head of Practice Management and Wealth Consulting where he oversaw the growth of RBC’s U.S. advisory, wealth planning, and liquidity capabilities.

Nate received his MBA, Business at SBGE, Seattle Pacific University and his bachelor’s degree from Texas Christian University, Neeley School of Business. Outside of work, Nate is actively engaged in his community as President of Citizens for University Place Schools and as a volunteer high school baseball coach.

Fun Facts:

  • Coaching youth sports is a privilege
  • Think like a CEO, act like a servant
  • I’m a Go Giver

Antonia Burchman

Managing Director, Growth Initiatives

Antonia is a Managing Director for Growth Initiatives at Composition Wealth and is responsible for implementing innovative growth strategies including M&A process management, recruitment and retention. Antonia works closely with new advisory teams to ensure seamless transition and integration to Composition Wealth’s platform and culture and facilitates long-term success.

Prior to joining Composition Wealth, Antonia worked as Executive Recruiter at an international recruiting agency where she worked with a variety of clients, including some of the largest financial service firms in Los Angeles. Before entering financial services, Antonia worked in the marketing division of a global hospitality group based in Los Angeles.

Antonia received her bachelor’s degree from the University of California, Los Angeles. She is committed to community empowerment through causes such as Big Brothers Big Sisters of Greater Los Angeles, a youth mentorship program and Defy Ventures, a coaching based movement to reduce incarceration statistics.

Fun Facts:

  • Has recruited over 60% of Composition Wealth’s employees
  • Since joining, has helped the firm win over 20 industry recognitions
  • Spends her free time at the farmers market or at a concert