DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Composition Wealth, LLC

Independent wealth managerLos Angeles, CaliforniaCRD 143483SEC 801-74711website IAPD

Latest filing Mar 27, 2026

First filing on the tape Mar 20, 2012 · 69 filings

SEC status approved since Mar 22, 2012

RAUM

$9.5B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

91%

$8.6B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$120M

derived; firm RAUM over IAPD count

Employees

128

63 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

69 filings and snapshots on the tape

RAUM$9.5B as of Mar 27, 2026

Jan 28, 2013$179M then

HNW client RAUM$5.2B as of Mar 27, 2026

Mar 29, 2018$972M then

State-registered IARs (5.B.3)63 as of Mar 27, 2026

Jan 28, 20135 then

Employees (5.A)128 as of Mar 27, 2026

Jan 28, 20139 then

Private funds: no history

RAUM +41% over the last fiscal year+32% a year over threeIARs 46 to 63offices 11 to 19

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $120MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 48derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $12.8MderivedHNW RAUM over HNW clients
Average account: $740,657derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 8.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.6derivedItem 5.A over advisors
Advisors per office: 4.0derived20 offices incl. principal (1.F.5)
RAUM growth, one year: +41%derivedbetween the last two annual amendments
Advisor growth, one year: +37%derivedItem 5.B.3 between annual amendments
Client growth, one year: +43%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients: 500reportedItem 5.H
Wrap fee program: $1.1BreportedItem 5.I
Custody: $2.4B, 1,569 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 2derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$5.2B55%
Individuals$3.4B36%
Insurance companies$551M5.8%
Charitable organizations$151M1.6%
Corporations and businesses$75.1M0.8%
Pension and profit-sharing plans$64.7M0.7%

Individual clients: 3,354reported
HNW clients: 406reported
Pension plan clients: 30reported
Charitable clients: 12reported
Accounts: 12,787reported
Financial planning clients: 500reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: $2.4B for 1,569 clientsreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

79 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Jeffrey Adam Jacobs	Santa Monica, Ca	Jul 1, 2016	26 y	2
Gerard Ventura TamparongCertified Financial Planner, Chartered Financial Analyst	Los Angeles, Ca	Feb 10, 2020	25 y	0
Craig Matthew Borkovec	Chicago, Il	Jun 15, 2020	11 y	0
Joseph Paul Schlater	Los Angeles, Ca	Jun 22, 2021	38 y	5
Grant Carey JohnstoneCertified Financial Planner	West Linn, Or	Aug 19, 2021	29 y	3
John David CaffreyCertified Financial Planner	Hauppauge, Ny	Nov 24, 2021	34 y	2
William Eric Blanton	Newport Beach, Ca	Mar 25, 2022	27 y	5
Benjamin Daniel LakeCertified Financial Planner, Chartered Financial Analyst	Pound Ridge, Ny	Apr 25, 2022	14 y	2
Emil Ivaylov Georgiev	Los Angeles, Ca	May 6, 2022	10 y	0
Alexander Brandon CyrusCertified Financial Planner	Los Angeles, Ca	Jul 22, 2022	15 y	0
John Scott Lindros	Fort Mill, Sc	Oct 17, 2022	34 y	0
Robert Elkins Driscoll	Sausalito, Ca	Nov 1, 2022	12 y	2
Daniel Ellmann TangCertified Financial Planner	Los Angeles, Ca	Nov 1, 2022	11 y	1
Jeffrey Evan Alpert	Los Angeles, Ca	Nov 1, 2022	10 y	1
Ryan Patrick Hanlon	Los Angeles, Ca	Nov 16, 2022	18 y	0
Suzanne Buchanan TaylorCertified Financial Planner	Los Angeles, Ca	Nov 22, 2022	26 y	2
Peter Christopher Karp	Los Angeles, Ca	Dec 5, 2022	39 y	2
Nathaniel James Angelo	Los Angeles, Ca	Jul 7, 2023	23 y	6
Brock Evan Moseley	Los Angeles, Ca	Sep 6, 2023	31 y	2
Nicole B'Lou Pavlovic	Los Angeles, Ca	Sep 12, 2023	12 y	1
John Connor WilhelmCertified Financial Planner	Los Angeles, Ca	Nov 9, 2023	10 y	1
Blake W MckibbinChartered Financial Consultant	Los Angeles, Ca	Dec 21, 2023	17 y	4
Joel Daniel Kendall	Chicago, Il	Dec 21, 2023	38 y	6
Mitchell Marc Caplan	Los Angeles, Ca	Mar 5, 2024	31 y	1
Matthew John DmytryszynChartered Financial Analyst	Los Angeles, Ca	Apr 17, 2024	25 y	1
Langley F Thomas	Los Angeles, Ca	May 15, 2024	10 y	1
Brandon BecknerCertified Financial Planner	Los Angeles, Ca	Jun 28, 2024	13 y	3
Steven Stalick	Los Angeles, Ca	Jul 11, 2024	14 y	0
Theodore Rollin CritesCertified Financial Planner	Clarksville, Md	Jul 22, 2024	12 y	0
Samantha Xu Quxia KennedyCertified Financial Planner	Seattle, Wa	Sep 4, 2024	14 y	3
Peter James LaplacaCertified Financial Planner, Chartered Financial Consultant	Los Angeles, Ca	Sep 27, 2024	32 y	3
Benjamin Samuel OffitCertified Financial Planner	Los Angeles, Ca	Sep 30, 2024	16 y	4
Samuel Clarke Coquillard	Los Angeles, Ca	Oct 2, 2024	31 y	3
Laura Anika SendldorferChartered Financial Consultant	Los Angeles, Ca	Oct 9, 2024	12 y	1
Jason James Weindorf	Commack, Ny	Dec 24, 2024	20 y	1
Michael Wirth	Los Angeles, Ca	Jan 1, 2025	11 y	0
Brian Denton Johnson	Los Angeles, Ca	Jan 1, 2025	12 y	1
Matthew Cullen CheneyCertified Financial Planner	Clarksville, Md	Jan 1, 2025	22 y	5
Matthew Edmund GranskiChartered Financial Analyst	Los Angeles, Ca	Jan 1, 2025	11 y	0
Shane Patrick LarsonCertified Financial Planner	Corte Madera, Ca	Jan 2, 2025	13 y	5

All 79 advisors at Composition Wealth, LLC

Advisor movement

3 left, 18 joined in 12 months

net +15 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 3.8% of current headcount10 left over 36 months

Left, latest

Alexander Theodore Chumas to Seia
Jun 24, 2026 · RIA to affiliated broker-dealer or bank
Timothy O Shaw to Stratos Wealth Partners, Ltd
Mar 6, 2026 · RIA to affiliated broker-dealer or bank
Sophia Taslitsky to Ameriprise Financial Services, LLC
Feb 2, 2026 · RIA to affiliated broker-dealer or bank
Dimitry Farberov to Compound Planning, Inc.
Nov 26, 2024 · RIA to RIA
Simon Tuman to Cetera Investment Advisers LLC
Oct 23, 2024 · RIA to affiliated broker-dealer or bank
Mark Patzer to Compound Planning, Inc.
Oct 15, 2024 · RIA to RIA
Anderson Jansen Lafontant to Blue Zone Wealth Advisors, LLC
Jun 24, 2024 · RIA to RIA
Alexandra Morgan Ong to Evoke Advisors
Feb 21, 2024 · RIA to RIA
Peter Wade Lowden to Syon Capital LLC
Jan 26, 2024 · RIA to RIA
Matthew Hui Paul Montefusco to Golden State Wealth Management, LLC
Oct 19, 2023 · RIA to RIA
Kevin J Koehler to Cerity Partners LLC
Jun 28, 2023 · RIA to RIA
Mark Alan Renard to Northwest Asset Management
Mar 3, 2023 · RIA to RIA
Frank J. Lee to J.P. Morgan Securities LLC
Nov 4, 2022 · RIA to wirehouse
Kevin Patrick Barlow to Mariner Independent
Feb 28, 2022 · RIA to RIA
Danielle Rebecca Bronner to Mariner Independent
Feb 28, 2022 · RIA to RIA

Joined, latest

Joseph Louis Salcido from Edelman Financial Engines
Jun 26, 2026 · RIA to RIA
Alexander Theodore Chumas from Seia
May 22, 2026 · Affiliated broker-dealer or bank to independent RIA
Matthew John Mueller from Focus Partners Wealth, LLC
May 7, 2026 · RIA to RIA
Joseph Arico Ganoe from RBC Capital Markets, LLC
Apr 3, 2026 · Affiliated broker-dealer or bank to independent RIA
Carl W Middleton from Northwestern Mutual Investment Services,LLC
Mar 25, 2026 · Other
Thomas Albert Howell from Northwestern Mutual Investment Services,LLC
Mar 16, 2026 · Other
Tyler Ross Hjelseth from Northwestern Mutual Investment Services,LLC
Mar 16, 2026 · Other
Caleb Kenton Brown from Northwestern Mutual Investment Services,LLC
Mar 16, 2026 · Other
Kevin Bruce Johnson from Northwestern Mutual Wealth Management Company
Mar 16, 2026 · Other
Eli Daniel Saldamando from Ieq Capital, LLC
Mar 4, 2026 · RIA to RIA
Stephen Edward Miller from Northwestern Mutual Investment Services,LLC
Feb 18, 2026 · Other
Lily Inez Gillman from Mdrn Wealth
Jan 16, 2026 · Other
Scott Bradley Smith from Alloy Financial Services
Jan 9, 2026 · Other
Andrew Ark from Wealthspire Advisors
Jan 2, 2026 · RIA to RIA
Russell Edwin Hoss from Future Wealth LLC
Jan 1, 2026 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Mariner Independent
Feb 28, 2022 · Los Angeles, Ca
2 left for Blue Zone Wealth Advisors, LLC
Dec 9, 2019 · Los Angeles, Ca

3 joined from Northwestern Mutual Investment Services,LLC
Mar 16, 2026 · Tacoma, Wa
2 joined from Centricity Wealth Management, LLC
Sep 2, 2025 · Westerville, Oh
6 joined from Vinoble Group
Aug 29, 2025 · Seattle, Wa · Firm absorbed
3 joined from Unionview Wealth Partners
May 12, 2025 · Seattle, Wa · Firm absorbed
2 joined from Kestra Advisory Services, LLC
Oct 3, 2024 · Columbia, Md
5 joined from Karp Capital Management Corporation
Dec 31, 2022 · Sausalito, Ca · Firm absorbed
2 joined from Johnstone Financial Advisors
Dec 31, 2021 · Center, Tx
2 joined from Ocean Avenue Capital Advisors, Inc.
Dec 31, 2016 · Santa Monica, Ca

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

James Nathaniel Angelo · Chief Executive Officercontrol
since 10/2025 · owns less than 5%
John Matthew Dmytryszyn · Chief Investment Officercontrol
since 04/2024 · owns less than 5%
Edmund Matthew Granski · Chief Operating Officercontrol
since 06/2023 · owns less than 5%
Christopher Peter Karp · Partnercontrol
since 09/2022 · owns less than 5%
Wayne Bruce Milam · Chief Executive Officercontrol
since 06/2023 · owns less than 5%
Evan Brock Moseley · Managing Partnercontrol
since 01/2012 · owns less than 5%
Jean Marla Wooton · Chief Compliance Officercontrol
since 01/2020 · owns less than 5%
Faresh Leah Karp · Trusteecontrol
since 06/2006 · owns F of Karp Family Trust U/A 6/27/2006
Christopher Peter Karp · Trusteecontrol
since 06/2006 · owns F of Karp Family Trust U/A 6/27/2006
Christopher Peter Karp · Ownercontrol
since 05/2004 · owns 75% or more of Karp Family Holdings Corporation
Earl Duncan Rolph · Trusteecontrol
since 04/2023 · owns 50% to 75% of Miracle Miler LLC
Earl Duncan Rolph · Managing Membercontrol
since 09/2022 · owns 25% to 50% of Angels Management LLC
Shim Eileen Chin · Trustee
since 04/2023 · owns 50% to 75% of Miracle Miler LLC

Entity owners

Miracle Mile Advisor Holdings LLC · Managing Member
direct · owns 75% or more
Angels Holdings LLC · Holding Company
indirect · owns 75% or more of Angels Intermediate LLC
Angels Intermediate LLC · Holding Company
indirect · owns 75% or more of Miracle Mile Advisor Holdings LLC
Angels Management LLC · Managing Member
indirect · owns 50% to 75% of Angels Holdings LLC
Corsair Vi Capital Partners Aiv L.P. · Managing Member
indirect · owns 25% to 50% of Angels Holdings LLC
Corsair Vi Capital Partners Investors, LLC · General Partner
indirect · owns 25% to 50% of Corsair Vi Capital Partners Aiv L.P.
Karp Family Holdings Corporation · Managing Member
indirect · owns 25% to 50% of Angels Management LLC
Karp Family Trust U/A 6/27/2006 · Owner
indirect · owns 50% to 75% of Karp Family Holdings Corporation
Miracle Miler LLC · Managing Member
indirect · owns 25% to 50% of Angels Management LLC

Related persons

Schedule D 7.A

Jeffrey Adam Jacobs
insurancen
Lawrence Ross Goodfriend
insurancen

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Los Angeles, Ca · principal	78	23	3
Seattle, Wa	17	4	0
Sausalito, Ca	5	0	0
Tacoma, Wa	5	5	0
Chicago, Il	4	1	0
Santa Monica, Ca	4	3	0
Clarksville, Md	3	0	0
Melville, Ny	2	0	0
Columbia, Md	2	0	0
Westerville, Oh	2	0	0

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 3 since 2015, 2 in 24 monthsderived
Advisors acquired: 14derived
Still registered after 90 days: 100% of 14derived
After 180 days: 100% of 14derived
After 365 days: 100% of 14derived
After 730 days: 60% of 5derived
Team lift-outs after: 0derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Sausalito, CA5 employees
Hauppauge, NY3 employees
, 3 employees
Lake Oswego, OR2 employees
Seattle, WA1 employees

ADV anomalies

6 against comparable advisers; where to look, not conclusions

growth on all axesCombination · filing Mar 27, 2026
RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $6,714,187,844 to $9,470,778,412, advisors 46 to 63, private clients 2623 to 3760, offices 11 to 19 (2025-03-31 to 2026-03-27)
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Mar 27, 2026
ANGELO, NATHANIEL, JAMES (CHIEF EXECUTIVE OFFICER) appeared on Schedule A between the filings of 2024-06-03 and 2026-03-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Mar 27, 2026
ROLPH, DUNCAN, EARL (MANAGING MEMBER) left Schedule A between the filings of 2024-06-03 and 2026-03-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Mar 27, 2026
MILAM, BRUCE, WAYNE (CHIEF EXECUTIVE OFFICER) left Schedule A between the filings of 2024-06-03 and 2026-03-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Mar 27, 2026
KARP, LEAH, FARESH (TRUSTEE) left Schedule A between the filings of 2024-06-03 and 2026-03-27
peers: independent wealth managers, $5B to $20B (289)
office count surgeChange between filings · filing Mar 27, 2026
offices other than the principal office (Item 1.F.5) moved from 11.0 to 19.0 (+73.0%) between the annual amendments of 2025-03-31 and 2026-03-27; the peer median change was 0.0% (142 comparable advisers, 93.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (142) · 93% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 8,671 to 12,787
Nov 6, 2025 to Mar 27, 2026
Advisory employees · 46 to 63
Nov 6, 2025 to Mar 27, 2026
BD registered reps · 1 to 0
Nov 6, 2025 to Mar 27, 2026
Charity clients · 7 to 12
Nov 6, 2025 to Mar 27, 2026
Corporate clients · 68 to 35
Nov 6, 2025 to Mar 27, 2026
HNW clients · 257 to 406
Nov 6, 2025 to Mar 27, 2026
Individual clients · 2,366 to 3,354
Nov 6, 2025 to Mar 27, 2026
Pension plan clients · 108 to 30
Nov 6, 2025 to Mar 27, 2026
Assets in custody · $1.9B to $2.4B
Nov 6, 2025 to Mar 27, 2026
Employees · 94 to 128
Nov 6, 2025 to Mar 27, 2026
State-registered IARs · 46 to 63
Nov 6, 2025 to Mar 27, 2026
Other offices · 11 to 19
Nov 6, 2025 to Mar 27, 2026
Discretionary RAUM · $6.7B to $9.5B
Nov 6, 2025 to Mar 27, 2026
HNW RAUM · $2.9B to $5.2B
Nov 6, 2025 to Mar 27, 2026
Individual RAUM · $3.0B to $3.4B
Nov 6, 2025 to Mar 27, 2026
Pension RAUM · $160M to $64.7M
Nov 6, 2025 to Mar 27, 2026
RAUM · $6.7B to $9.5B
Nov 6, 2025 to Mar 27, 2026
Financial planning clients · More than 500 to More than 500
Mar 31, 2025 to May 9, 2025
Accounts · 5,533 to 8,671
Nov 6, 2024 to Mar 31, 2025
Advisory employees · 41 to 46
Nov 6, 2024 to Mar 31, 2025
BD registered reps · 2 to 1
Nov 6, 2024 to Mar 31, 2025
Business name · MIRACLE MILE ADVISORS, LLC to COMPOSITION WEALTH, LLC
Nov 6, 2024 to Mar 31, 2025
Charity clients · 8 to 7
Nov 6, 2024 to Mar 31, 2025
Corporate clients · 78 to 68
Nov 6, 2024 to Mar 31, 2025
HNW clients · 245 to 257
Nov 6, 2024 to Mar 31, 2025
Individual clients · 1,380 to 2,366
Nov 6, 2024 to Mar 31, 2025
Pension plan clients · 55 to 108
Nov 6, 2024 to Mar 31, 2025
Assets in custody · $944M to $1.9B
Nov 6, 2024 to Mar 31, 2025
Employees · 76 to 94
Nov 6, 2024 to Mar 31, 2025
State-registered IARs · 41 to 46
Nov 6, 2024 to Mar 31, 2025
Legal name · MIRACLE MILE ADVISORS, LLC to COMPOSITION WEALTH, LLC
Nov 6, 2024 to Mar 31, 2025
Other offices · 5 to 11
Nov 6, 2024 to Mar 31, 2025
Discretionary RAUM · $4.9B to $6.7B
Nov 6, 2024 to Mar 31, 2025
HNW RAUM · $2.4B to $2.9B
Nov 6, 2024 to Mar 31, 2025
Individual RAUM · $1.7B to $3.0B
Nov 6, 2024 to Mar 31, 2025
Pension RAUM · $83.1M to $160M
Nov 6, 2024 to Mar 31, 2025
RAUM · $4.9B to $6.7B
Nov 6, 2024 to Mar 31, 2025
Accounts · 4,993 to 5,533
Feb 9, 2024 to Mar 28, 2024
Advisory employees · 37 to 41
Feb 9, 2024 to Mar 28, 2024
BD registered reps · 1 to 2
Feb 9, 2024 to Mar 28, 2024

Signals

42 dated events

Alexander Theodore Chumas left Composition Wealth, Llc for Seia (registered 2026-08-03)
Jun 24, 2026 · Advisor changed firm · fact
Composition Wealth, Llc reported 19 offices beyond its principal office, up from 11 (2025-11-06 to 2026-03-27)
Mar 27, 2026 · Office count change · derived
Composition Wealth, Llc reported 63 state-registered advisory representatives, up from 46 (2025-11-06 to 2026-03-27)
Mar 27, 2026 · Advisor headcount change · derived
Composition Wealth, Llc reported RAUM $9.5B, up 41% from $6.7B (2025-11-06 to 2026-03-27)
Mar 27, 2026 · RAUM change · derived
3 advisors left Northwestern Mutual Investment Services,Llc (Tacoma, WA) for Composition Wealth, LLC on the same day
Mar 16, 2026 · Team lift-out · derived
Timothy O Shaw left Composition Wealth, Llc for Stratos Wealth Partners, Ltd (registered 2026-03-05)
Mar 6, 2026 · Advisor changed firm · fact
Sophia Taslitsky left Composition Wealth, Llc for Ameriprise Financial Services, Llc (registered 2026-01-29)
Feb 2, 2026 · Advisor changed firm · fact
2 advisors left Centricity Wealth Management, LLC (Westerville, OH) for Composition Wealth, LLC on the same day
Sep 2, 2025 · Team lift-out · derived
Vinoble Group's advisors moved to Composition Wealth, LLC (Seattle, WA): 5 of 6 registered, on the same day
Aug 29, 2025 · Firm absorbed (people side) · derived
Unionview Wealth Partners's advisors moved to Composition Wealth, LLC (Seattle, WA): 3 of 3 registered, on the same day
May 12, 2025 · Firm absorbed (people side) · derived
Composition Wealth, Llc reported 11 offices beyond its principal office, up from 5 (2024-11-06 to 2025-03-31)
Mar 31, 2025 · Office count change · derived
Composition Wealth, Llc reported RAUM $6.7B, up 37% from $4.9B (2024-11-06 to 2025-03-31)
Mar 31, 2025 · RAUM change · derived
Dimitry Farberov left Composition Wealth, Llc for Compound Planning, Inc. (registered 2024-11-15)
Nov 26, 2024 · Advisor changed firm · fact
Simon Tuman left Composition Wealth, Llc for Cetera Investment Advisers Llc (registered 2024-12-17)
Oct 23, 2024 · Advisor changed firm · fact
Mark Patzer left Composition Wealth, Llc for Compound Planning, Inc. (registered 2024-09-27)
Oct 15, 2024 · Advisor changed firm · fact
2 advisors left Kestra Advisory Services, LLC (Columbia, MD) for Composition Wealth, LLC on the same day
Oct 3, 2024 · Team lift-out · derived
Anderson Jansen Lafontant left Composition Wealth, Llc for Blue Zone Wealth Advisors, Llc (registered 2024-06-25)
Jun 24, 2024 · Advisor changed firm · fact
John Matthew Dmytryszyn (Chief Investment Officer) appeared on Schedule A of Composition Wealth, Llc
Apr 10, 2024 · Control person joined · fact
Alexandra Morgan Ong left Composition Wealth, Llc for Evoke Advisors (registered 2024-09-27)
Feb 21, 2024 · Advisor changed firm · fact
Peter Wade Lowden left Composition Wealth, Llc for Syon Capital Llc (registered 2024-04-18)
Jan 26, 2024 · Advisor changed firm · fact
Matthew Hui Paul Montefusco left Composition Wealth, Llc for Golden State Wealth Management, Llc (registered 2026-01-02)
Oct 19, 2023 · Advisor changed firm · fact
Wayne Bruce Milam (Chief Executive Officer) appeared on Schedule A of Composition Wealth, Llc
Jul 5, 2023 · Control person joined · fact
Kevin J Koehler left Composition Wealth, Llc for Cerity Partners Llc (registered 2025-12-22)
Jun 28, 2023 · Advisor changed firm · fact
Composition Wealth, Llc reported 37 state-registered advisory representatives, up from 26 (2022-08-22 to 2023-03-28)
Mar 28, 2023 · Advisor headcount change · derived
Composition Wealth, Llc reported RAUM $4.1B, up 35% from $3.1B (2022-08-22 to 2023-03-28)
Mar 28, 2023 · RAUM change · derived
Christopher Peter Karp (Owner) appeared on Schedule A of Composition Wealth, Llc
Mar 28, 2023 · Control person joined · fact
Faresh Leah Karp (Trustee) appeared on Schedule A of Composition Wealth, Llc
Mar 28, 2023 · Control person joined · fact
Mark Alan Renard left Composition Wealth, Llc for Northwest Asset Management (registered 2023-02-24)
Mar 3, 2023 · Advisor changed firm · fact
Karp Capital Management Corporation's advisors moved to Composition Wealth, LLC (Sausalito, CA): 5 of 6 registered, on the same day
Dec 31, 2022 · Firm absorbed (people side) · derived
Frank J. Lee left Composition Wealth, Llc for J.P. Morgan Securities Llc (registered 2023-09-21)
Nov 4, 2022 · Advisor changed firm · fact

Across DFX

shared identifiers only, never a name match

Miracle Mile Advisors, LLC · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business phone: 206-593-2427reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 253-778-6858reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 310-246-1243reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/composition-wealth-1reportedpublic record, Form ADV, Sep 17, 2026
Website: composition.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: (310) 246-1243reportedpublic record, Form ADV, Mar 27, 2026
Team page: composition.com/about/our-teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $120Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026