Composition Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Composition Wealth reports 3,986 clients. They include 3,354 individual clients, 406 high-net-worth individuals and 149 insurance companies. Of its assets, 100.0% ($9.47B across 12,787 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.13B. It advised 184 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 36% |
| High-net-worth individuals | 10% | 55% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 2% |
| Insurance companies | 4% | 6% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,354 | $3.43B | 36.2% | $1.02M |
| High-net-worth individuals | 406 | $5.2B | 54.9% | $12.8M |
| Pension and profit-sharing plans | 30 | $64.7M | 0.7% | $2.16M |
| Charitable organizations | 12 | $151M | 1.6% | $12.6M |
| Insurance companies | 149 | $551M | 5.8% | $3.7M |
| Corporations and other businesses | 35 | $75.1M | 0.8% | $2.15M |
| Total | 3,986 | $9.47B | 100% | $2.38M |
- Clients
- 3,354
- Regulatory AUM
- $3.43B
- AUM share
- 36.2%
- Avg. per client
- $1.02M
- Clients
- 406
- Regulatory AUM
- $5.2B
- AUM share
- 54.9%
- Avg. per client
- $12.8M
- Clients
- 30
- Regulatory AUM
- $64.7M
- AUM share
- 0.7%
- Avg. per client
- $2.16M
- Clients
- 12
- Regulatory AUM
- $151M
- AUM share
- 1.6%
- Avg. per client
- $12.6M
- Clients
- 149
- Regulatory AUM
- $551M
- AUM share
- 5.8%
- Avg. per client
- $3.7M
- Clients
- 35
- Regulatory AUM
- $75.1M
- AUM share
- 0.8%
- Avg. per client
- $2.15M
Total
- Clients
- 3,986
- Regulatory AUM
- $9.47B
- AUM share
- 100%
- Avg. per client
- $2.38M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 184
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Composition Wealth charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Plan advisory fees are an asset-based fee of up to 1.00% a year of plan assets, billed quarterly and possibly negotiable.
- Standalone Financial Planning and Consulting
- One-time or limited-scope planning is a fixed fee, generally $2,000 to $50,000; ongoing planning is a fixed fee or a formula tied to assets, and invoices may be up to 50% in advance.
Miracle Mile Advisor Holdings LLC owns 75% or more of Composition Wealth and is in turn owned by Angels Intermediate LLC (75% or more). Nathaniel Angelo is CEO; the leadership team includes Chief Investment Officer Matthew Dmytryszyn, Chief Operating Officer Matthew Granski and Chief Compliance Officer Gabrielle Glemann. It has 128 employees, 63 of them in advisory roles.
Leadership
Nathaniel AngeloChief Executive Officer
Matthew GranskiChief Operating Officer
Gabrielle GlemannChief Compliance Officer
Matthew DmytryszynChief Investment Officer
Peter KarpPartner
Brock MoseleyManaging Partner
Investment adviser representatives
79 representatives listed in the SEC register as of 9 October 2026.
- William T Allen
- Jeffrey Evan Alpert
- Andrew Ark
- Thomas Alan Baker
- Brandon Beckner
- William Eric Blanton
- David Samuel Bleeck
- Craig Matthew Borkovec
- Kyle Breslow
- Caleb Kenton Brown
- Brian Christopher Bunker
- John David Caffrey JR
- Mitchell Marc Caplan
- Matthew Cullen Cheney
- Christopher John Ciehanski
- Wendy Kathleen Ciehanski
- Samuel Clarke Coquillard
- Theodore Rollin Crites
- Alexander Brandon Cyrus
- Mark Ramsay Dennie
- Robert Elkins Driscoll
- Joseph Arico Ganoe
- Emil Ivaylov Georgiev
- Lily Inez Gillman
- Paul Thomas Glenn
- Lawrence Ross Goodfriend
- Christopher L Guarino
- Bret Alexander Hamby
- Ryan Patrick Hanlon
- Craig James Hanson
- Tyler Ross Hjelseth
- Russell Edwin Hoss
- Thomas Albert Howell
- Jacob Elwood Hungarter
- Jeffrey Adam Jacobs
- Brian Matthew Johnson
- Brian Denton Johnson
- Kevin Bruce Johnson
- Grant Carey Johnstone
- Joel Daniel Kendall
- Samantha Xu Quxia Kennedy
- Benjamin Daniel Lake
- Peter James Laplaca
- Shane Patrick Larson
- John Scott Lindros
- Jennifer McCall
- Blake W McKibbin
- Adam Whinfrey Messick
- Carl W Middleton IV
- Stephen Edward Miller
- Brian Richard Mohoric
- Matthew John Mueller
- Benjamin Samuel Offit
- Sean Vaughn Owen
- David Joshua Paulson
- Nicole B'Lou Pavlovic
- Mary Katherine Pieper
- Jave Darrick Ragan
- Joseph Louis Salcido
- Eli Daniel Saldamando
- Joseph Paul Schlater
- Robert Jeffrey Schpoont
- Laura Anika Sendldorfer
- Alexandra B Shaheri
- Scott Bradley Smith
- Steven Stalick
- Gerard Ventura Tamparong
- Daniel Ellmann Tang
- Suzanne Buchanan Taylor
- Langley F Thomas
- Blaine R. Thompson
- Jason James Weindorf
- John Connor Wilhelm
- Michael Wirth
Staff
- 128 employees
- 63 in advisory functions
- 63 state-registered reps
- 19 insurance agents
- 11 soliciting firms
- Owns 75% or more of Composition Wealth, LLC
Miracle Mile Advisor Holdings LLC
Control person · since November 2020
- Owns 75% or more of Miracle Mile Advisor Holdings LLC
Angels Intermediate LLC
Control person · since September 2022
- Owns 75% or more of Angels Intermediate LLC
Angels Holdings LLC
Control person · since September 2022
- Owns 25% to 50% of Angels Holdings LLC
Angels Management LLC
Control person · since September 2022
- Owns 25% to 50% of Angels Management LLC
Karp Family Holdings Corporation
Control person · since September 2022
- Owns 50% to 75% of Karp Family Holdings Corporation
Karp Family Trust U/A 6/27/2006
Control person · since May 2004
- Owns 25% to 50% of Angels Management LLC
Miracle Miler LLC
since April 2023
- Owns 25% to 50% of Angels Holdings LLC
Corsair Angels L.P.
Control person · since September 2022
- Owns 25% to 50% of Corsair Angels L.P.
Corsair VI Capital Partners Investors, LLC
Control person · since September 2022
Composition Wealth’s regulatory assets grew 4.7× from $2.01B (March 2021) to $9.47B (September 2026); clients rose from 701 to 3,986 and employees from 33 to 128. Between 2021 and 2025, 8 advisory firms joined it. The largest by last filed assets were Dohj (Vinoble Group) ($629M, April 2025) and Blue Oak Capital ($557M, July 2025). The most recent was North Shore Asset Management, in October 2025.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $9.47B | 3,986 | 128 | 20 |
| May 2025May 2025 | $6.71B | 2,933 | 94 | 12 |
| Jun 2024June 2024 | $4.9B | 1,886 | 76 | 6 |
| Jul 2023July 2023 | $4.13B | 1,797 | 68 | 4 |
| Apr 2022April 2022 | $3.07B | 1,455 | 49 | 3 |
| Mar 2021March 2021 | $2.01B | 701 | 33 | 2 |
Firms that joined
20254 joined
- North Shore Asset ManagementLast filed AUM $73.3M
- Blue Oak CapitalLast filed AUM $557M
- Unionview (Unionview Wealth Partners)Last filed AUM $263M
- Dohj (Vinoble Group)Last filed AUM $629M
20241 joined
- Caplan Financial GroupLast filed AUM $293M
20231 joined
- Advisory PartnersLast filed AUM $233M
20221 joined
- Vintage West Capital ManagementLast filed AUM $330M
20211 joined
- Castle Asset ManagementLast filed AUM $335M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Composition Wealth has 19 offices (10 private residences, listed without an address), with 10 listed addresses across 5 states.
California · 4 listed addresses
- 11300 West Olympic BLVD, Suite 800, Los AngelesHQ
- 3000 Sand Hill Road, Menlo Park
- 100 Avendia La Pata, San Clemente
- 900 Larkspur Landing Circle, Larkspur
Washington · 3 listed addresses
- 1420 5th Ave, Seattle
- 2115 N 30th St, Tacoma
- 1145 Broadway, Tacoma
Maryland · 1 listed address
- 6990 Columbia Gateway Drive, Columbia
New York · 1 listed address
- 48 S. Service Road, Melville
Ohio · 1 listed address
- 515 Executive Campus DR, Westerville
Contact and registration details
- Legal name
- Composition Wealth, LLC
- Headquarters
- 11300 West Olympic BLVD, Suite 800, Los Angeles, CA 90064
- Website
- composition.com
- Phone
- 310-246-1243
- @composition-wealth-1
- SEC file
- 801-74711
- Structure
- California LLC
- Fiscal year end
- December
Composition Wealth’s named custodians for separately managed accounts are Charles Schwab ($5.31B, 58%) and Fidelity ($3.8B, 42%). Composition Wealth has custody of $2.43B for 1,569 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $3.8B42%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $5.31B58%
At year end, Composition Wealth’s separately managed accounts were mostly in stocks (81%) and bonds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $8.53B across 1,004 positions; the largest are SPDR Series Trust (5.2%), Schwab Strategic TR (5.2%) and Vanguard BD Index Fds (4.2%).
What the accounts hold
- Stocks81%
- Funds2%
- Bonds13%
- U.S. government and agency bonds5%
- State and local bonds4%
- Investment grade corporate bonds4%
- Cash4%
Reported 13F holdings
- $8.53B
- Reported 13F value
- 1,004
- Positions
- 29.4%
- In the 10 largest
- +17.1%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500etf5.2%
- Schwab Strategic TR · Intl Eqty ETF5.2%
- Vanguard BD Index Fds · Total Bnd Mrkt4.2%
- iShares TR · Mbs ETF2.6%
- Apple Inc.2.6%
- SPDR Series Trust · ST Str Blo 1 ETF2.3%
- Microsoft Corp.2.0%
- Invesco Qqq TR · Unit Ser 11.9%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF1.7%
- iShares TR · Core S&P500 ETF1.6%
Together, the ten largest are 29.4% of reported value.
How many clients does Composition Wealth have?
Composition Wealth has 3,986 clients and manages $9.47 billion for them, as of September 2026. They include 3,354 individual clients, 406 high-net-worth individuals and 149 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Composition Wealth offer?
Composition Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Composition Wealth charge?
Composition Wealth charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Composition Wealth use?
Composition Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $5.31B and Fidelity Brokerage Services LLC (Smithfield, RI), with $3.8B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Composition Wealth have?
Composition Wealth has 63 investment adviser representatives registered with state securities authorities, out of 128 employees, and 63 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Composition Wealth invest in?
At the end of its last fiscal year, Composition Wealth’s separately managed accounts held 81% exchange-traded equities, 5% U.S. government and agency bonds, 4% state and local bonds, 4% investment grade corporate bonds, 4% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Composition Wealth?
Composition Wealth is owned through a chain of holding companies by Corsair VI Capital Partners Investors, LLC, Karp Family Trust U/A 6/27/2006 and Miracle Miler LLC. Its direct owner is Miracle Mile Advisor Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Composition Wealth get paid?
Composition Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Composition Wealth?
Composition Wealth’s main office is at 11300 West Olympic BLVD, Suite 800, Los Angeles, CA 90064. Its phone number is 310-246-1243. Its website is composition.com.