DFX Intelligence

Data Factory

RIA / WealthAdvisor14 years in industry

Lily Inez Gillman

Advisor at COMPOSITION WEALTH, LLC

Seattle, WA | LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5b5e96c6-62a4-dca8-b045-97c0125aac1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 22, 2023 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPOSITION WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Nov 22, 2023
First registration: Nov 22, 2023
Dual registered: no
IAPD individual key: 7789903

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPOSITION WEALTH, LLC	Independent wealth	Jan 16, 2026	n/a	yes	LOS ANGELES, CA\|Seattle, WA	Current employment
MDRN WEALTH	State registered	Sep 19, 2025	Nov 11, 2025	no	Seattle, WA\|VENICE, CA	Previous registration
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Feb 3, 2025	Sep 8, 2025	no	Seattle, WA	Previous registration
Merriman	Former SEC adviser	Nov 22, 2023	Mar 27, 2025	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MDRN WEALTH	COMPOSITION WEALTH, LLC	Nov 11, 2025	Jan 16, 2026	66	Firm change	Other
FOCUS PARTNERS WEALTH, LLC	MDRN WEALTH	Sep 8, 2025	Sep 19, 2025	11	Firm change	RIA to state RIA
Merriman	FOCUS PARTNERS WEALTH, LLC	Mar 27, 2025	Feb 3, 2025	-52	Bulk transfer	RIA to RIA

Relationships

Registered with (4)

→ COMPOSITION WEALTH, LLCRegistered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ MDRN WEALTHRegistered adviserregistration: previous registration
Sep 19, 2025 to Nov 11, 2025factForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Feb 3, 2025 to Sep 8, 2025factForm ADV
→ MERRIMANRegistered adviserregistration: previous registration
Nov 22, 2023 to Mar 27, 2025factForm ADV

Dated events

Occurred
Nov 11, 2025
Advisor changed firm
Lily Inez Gillman left Mdrn Wealth for Composition Wealth, Llc (registered 2026-01-16)
Form ADVobserved 6 days ago
Occurred
Sep 8, 2025
Advisor changed firm
Lily Inez Gillman left Focus Partners Wealth, Llc for Mdrn Wealth (registered 2025-09-19)
Form ADVobserved 6 days ago