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For RIAs

A Story with Many
Chapters

There’s more than strength in numbers. There is a greater narrative that comes from bringing together different experiences and expertise. That is why at Composition Wealth, we operate as a nation-wide collective that leverages a spectrum of resources and combined support to ensure clients receive guidance that’s tailored to achieve their financial goals. No single chapter stands on its own. It takes all of them bound together to compose a truly successful story.

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Our Commitment to Thoughtful Growth

Composition Wealth has always been driven by our entrepreneur spirit and belief in the importance of culture, which is why we are focused on partnering with successful RIAs that share our values and are ready to grow with us. We make sure the process is smooth and that you have the resources and backing to continue supporting your clients in a truly collaborative environment.

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At Composition Wealth We Provide:

Succession Planning

Accelerated Organic Growth

Expanded Services for Clients

Alleviated Capacity Constraints

Marketing & PR Support

Professional Back Office

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.

Our Growth Cycle Position

We are uniquely positioned in our industry and are early in our growth cycle. This translates to attractive multiple expansion for all partners.

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.

Deep M&A Experience

We’ve completed 11 transactions to date and through those processes, have refined our integration and implementation playbook to provide a smooth transition for our partners.

Technology & Integration Team

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

We built our business delivering highly personalized planning advice. To continue serving our 238 families at the highest level, we needed to expand our resources. After evaluating numerous potential partners, we selected Composition Wealth. The reason: Great people. From top to bottom, everyone was smart, caring, and genuine. We simply felt right at home.

Mitchell Caplan, Founder of Caplan Financial Group, 2025

When looking at partners, you need to look at everything. What drew us to Composition Wealth was their complete package of great technology, a talented team, and all the resources we need. Now we can do more for our clients in every area, from investments and taxes to estate planning and more.

Ben Offit, Founder of Offit Advisors, 2025

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 12/31/2024

8

Team Locations

We are headquartered in Los Angeles with offices across the country.

90+

Employees

Over 15 advisory teams with 40+ dedicated support staff

+33%

Average Growth Rate**

**Data as of 12/31/2024

A History of Composition Wealth Partnerships

2020

Aequitas Wealth Management

Los Angeles, CA

2021

Castle Asset Management

Hauppauge, NY

Johnstone Financial Advisors

Portland, OR

2022

Vintage West

San Diego, CA

Karp Capital Management

Sausalito, CA

2023

Advisory Partners

Chicago, IL

2024

Caplan Financial Group

Baltimore, MD

Coquillard Team

Los Angeles, CA

Offit Advisors

Columbia, MD

2025

Vinoble Group

Seattle, WA

Unionview Wealth Partners

Seattle, WA

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