Composition Wealth

Los Angeles, California
Website:
https://www.composition.com/
143483
Los Angeles, California
Website:
https://www.composition.com/
Leadership Interview

Company Details

Approximate AUM
$4,895,700,000
Fee model
Hybrid Legacy
Number of employees
90
Custodians

Fidelity

Schwab

Description

Composition Wealth ("Composition"), formerly known as Miracle Mile Advisors, was founded in 2007 by a group of former Wall Street advisors who sought to create something different—an independent, client-focused firm far removed from the traditional Wall Street approach. Composition quickly expanded into a national presence, managing over $8.4 billion in assets with teams across the country. Built on a foundation of customized, holistic wealth management, the firm fostered a supportive, advisor-centric environment designed to help clients achieve their financial goals and a greater Return on Life. After 18 years of redefining wealth management, the firm has officially rebranded as Composition Wealth—the same dedicated team with the same mission, now entering a new chapter that reflects its evolution. As a national collective of experienced advisors and professionals, Composition Wealth remains an independent Registered Investment Advisory (RIA) firm committed to providing best-in-class guidance, advice, and technology that adapts and evolves with each client. Focused on long-term financial success, the firm continues to empower individuals and families to write the next chapter of their financial journey with confidence.

Locations

6080 Jericho Tpke Ste 306 Commack NY 11725
8065 Leesburg Pike Ste 120 Vienna VA 22182
145 Marcus Blvd Ste 1 Hauppauge NY 11788
660 Newport Center Dr Ste 700 Newport Beach CA 92660
525 3rd St Ste 102 Lake Oswego OR 97034
30 Liberty Ship Way Ste 308 Sausalito CA 94965
30 Liberty Ship Way Ste 3150 Sausalito CA 94965
1299 Ocean Ave Ste 333 Santa Monica CA 90401
11810 Chapel Estates Dr Clarksville MD 21029
11300 W Olympic Blvd Ste 800 Los Angeles CA 90064

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Insurance
Retirement / Income Planning
Match confidence
N/a
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Acquisitions

Number of Acqusitions
7

Success

General Overview of Client Experience

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Match confidence
N/a
video Overview
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00:53
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
Getting started
00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Match confidence
N/a
video Overview
Getting started
00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
Getting started
00:53
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Data Room

Investment Management
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Match confidence
N/a
video Overview
Getting started
00:53
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Composition Wealth's Ideal Partner

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Block quot

Company Videos

Match confidence
N/a
video Overview
Getting started
00:53
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