COMPOSITION WEALTH, LLC
CRD #143483 SEC #801-74711 LOS ANGELES, CA (310) 246-1243
SEC Registered
Total AUM
$6.7B
Discretionary
$6.7B
Employees
94
Clients
--
Accounts
8,671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $6.7B | $6.7B | $0 | 94 | 100 |
| Oct 2025 | $6.7B | $6.7B | $0 | 94 | 100 |
| Aug 2025 | $6.7B | $6.7B | $0 | 94 | 100 |
| May 2025 | $6.7B | $6.7B | $0 | 94 | 100 |
| Mar 2025 | $6.7B | $6.7B | $0 | 94 | 100 |
| Mar 2025 | $6.7B | $6.7B | $0 | 94 | 100 |
| Nov 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Oct 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Oct 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Aug 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Jun 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Apr 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Mar 2024 | $4.9B | $4.9B | $0 | 76 | 98 |
| Feb 2024 | $4.1B | $4.1B | $0 | 68 | 0 |
| Nov 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Nov 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Sep 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Sep 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Jul 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Apr 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Mar 2023 | $4.1B | $4.1B | $0 | 68 | 0 |
| Aug 2022 | $3.1B | $3.1B | $5.7M | 49 | 0 |
| Apr 2022 | $3.1B | $3.1B | $5.7M | 49 | 0 |
| Mar 2022 | $3.1B | $3.1B | $5.7M | 49 | 0 |
| Nov 2021 | $2B | $2B | $3M | 35 | 0 |
| Nov 2021 | $2B | $2B | $3M | 35 | 0 |
| Aug 2021 | $2B | $2B | $3M | 35 | 0 |
| Mar 2021 | $2B | $2B | $3M | 33 | 0 |
| Jan 2021 | $1.5B | $1.5B | $5.3M | 20 | 0 |
| Dec 2020 | $1.5B | $1.5B | $5.3M | 20 | 0 |
| Sep 2020 | $1.5B | $1.5B | $5.3M | 20 | 0 |
| Jun 2020 | $1.5B | $1.5B | $5.3M | 20 | 0 |
| Mar 2020 | $1.5B | $1.5B | $5.3M | 20 | 0 |
| Feb 2020 | $1.4B | $1.4B | $0 | 29 | 0 |
| Dec 2019 | $1.4B | $1.4B | $0 | 29 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 29 | 0 |
| Jan 2019 | $1B | $1B | $0 | 21 | 0 |
| Dec 2018 | $1B | $1B | $0 | 21 | 0 |
| Sep 2018 | $1B | $1B | $0 | 18 | 0 |
| Apr 2018 | $1B | $1B | $0 | 18 | 0 |
| Mar 2018 | $1B | $1B | $0 | 18 | 0 |
| Aug 2017 | $753.8M | $753.8M | $0 | 16 | 300 |
| Mar 2017 | $753.8M | $753.8M | $0 | 16 | 300 |
| Jan 2017 | $473.4M | $473.4M | $0 | 14 | 200 |
| Oct 2016 | $473.4M | $473.4M | $0 | 14 | 200 |
| Jun 2016 | $473.4M | $473.4M | $0 | 14 | 200 |
| Mar 2016 | $473.4M | $473.4M | $0 | 14 | 200 |
| Oct 2015 | $432.7M | $432.7M | $0 | 12 | 180 |
| Jun 2015 | $432.7M | $432.7M | $0 | 12 | 180 |
| May 2015 | $432.7M | $432.7M | $0 | 12 | 180 |
| Mar 2015 | $432.7M | $432.7M | $0 | 12 | 180 |
| Sep 2014 | $371.7M | $350.7M | $21M | 9 | 26 |
| Apr 2014 | $223.3M | $203.1M | $20.3M | 9 | 26 |
| Mar 2014 | $223.3M | $203.1M | $20.3M | 9 | 26 |
| Feb 2014 | $223.3M | $203.1M | $20.3M | 9 | 26 |
| Jan 2014 | $223.3M | $203.1M | $20.3M | 9 | 26 |
| Jan 2014 | $208.4M | $187.7M | $20.7M | 9 | 26 |
| Aug 2013 | $208.4M | $187.7M | $20.7M | 9 | 26 |
| May 2013 | $208.4M | $187.7M | $20.7M | 9 | 26 |
| Jan 2013 | $179M | $158.8M | $20.2M | 9 | 26 |
| Dec 2012 | $155.1M | $139.4M | $15.7M | 5 | 26 |
| Sep 2012 | $155.1M | $139.4M | $15.7M | 1 | 26 |
| Sep 2012 | $155.1M | $139.4M | $15.7M | 1 | 26 |
| Aug 2012 | $155.1M | $139.4M | $15.7M | 1 | 26 |
| Mar 2012 | $126.8M | $108.2M | $18.5M | 1 | 26 |
| Mar 2012 | $126.8M | $108.2M | $18.5M | 1 | 26 |
DateNov 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees94
Clients100
DateOct 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees94
Clients100
DateAug 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees94
Clients100
DateMay 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees94
Clients100
DateMar 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees94
Clients100
DateMar 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees94
Clients100
DateNov 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateOct 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateOct 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateAug 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateJun 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateApr 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateMar 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees76
Clients98
DateFeb 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateNov 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateNov 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateJul 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateApr 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateMar 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees68
Clients0
DateAug 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.7M
Employees49
Clients0
DateApr 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.7M
Employees49
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.7M
Employees49
Clients0
DateNov 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$3M
Employees35
Clients0
DateNov 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$3M
Employees35
Clients0
DateAug 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$3M
Employees35
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$3M
Employees33
Clients0
DateJan 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees20
Clients0
DateDec 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees20
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees20
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees20
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees20
Clients0
DateFeb 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateDec 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateJan 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients0
DateDec 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients0
DateSep 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateAug 2017
Total AUM$753.8M
Discretionary$753.8M
Non-Disc.$0
Employees16
Clients300
DateMar 2017
Total AUM$753.8M
Discretionary$753.8M
Non-Disc.$0
Employees16
Clients300
DateJan 2017
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees14
Clients200
DateOct 2016
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees14
Clients200
DateJun 2016
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees14
Clients200
DateMar 2016
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees14
Clients200
DateOct 2015
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees12
Clients180
DateJun 2015
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees12
Clients180
DateMay 2015
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees12
Clients180
DateMar 2015
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees12
Clients180
DateSep 2014
Total AUM$371.7M
Discretionary$350.7M
Non-Disc.$21M
Employees9
Clients26
DateApr 2014
Total AUM$223.3M
Discretionary$203.1M
Non-Disc.$20.3M
Employees9
Clients26
DateMar 2014
Total AUM$223.3M
Discretionary$203.1M
Non-Disc.$20.3M
Employees9
Clients26
DateFeb 2014
Total AUM$223.3M
Discretionary$203.1M
Non-Disc.$20.3M
Employees9
Clients26
DateJan 2014
Total AUM$223.3M
Discretionary$203.1M
Non-Disc.$20.3M
Employees9
Clients26
DateJan 2014
Total AUM$208.4M
Discretionary$187.7M
Non-Disc.$20.7M
Employees9
Clients26
DateAug 2013
Total AUM$208.4M
Discretionary$187.7M
Non-Disc.$20.7M
Employees9
Clients26
DateMay 2013
Total AUM$208.4M
Discretionary$187.7M
Non-Disc.$20.7M
Employees9
Clients26
DateJan 2013
Total AUM$179M
Discretionary$158.8M
Non-Disc.$20.2M
Employees9
Clients26
DateDec 2012
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.7M
Employees5
Clients26
DateSep 2012
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.7M
Employees1
Clients26
DateSep 2012
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.7M
Employees1
Clients26
DateAug 2012
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.7M
Employees1
Clients26
DateMar 2012
Total AUM$126.8M
Discretionary$108.2M
Non-Disc.$18.5M
Employees1
Clients26
DateMar 2012
Total AUM$126.8M
Discretionary$108.2M
Non-Disc.$18.5M
Employees1
Clients26