Composition Wealth
Overview
Composition Wealth is a national registered investment advisor offering customized wealth management services to high-net-worth clients across the United States. The firm provides dynamic financial planning and personalized investment management to individuals, families, business owners, and institutions. Their advisors integrate clients' ambitions with best-in-class guidance, advice, and technology, earning recognition from leading industry awards such as Barron's, Financial Times, Forbes, and InvestmentNews. Founded in 2007 and headquartered in Los Angeles, Composition Wealth has expanded its presence with offices in San Francisco, New York, Chicago, Seattle, San Diego, Baltimore/DC, and Portland, Oregon. The firm has experienced significant growth, with assets under management reaching $7.4 billion as of December 1, 2024. This growth includes strategic partnerships and acquisitions, such as the addition of Offit Advisors in Maryland, which added approximately $194 million in client assets. Composition Wealth's integrated approach surrounds the advisor-client relationship with a team of experts, including investments, tax planning, estate strategies, and retirement planning, to create comprehensive solutions for each client's needs. Their commitment to client success is evident in their expansion and the addition of experienced professionals to their leadership team, such as the appointment of Bruce Milam as Chief Executive Officer in June 2023 and the opening of new offices in Seattle and Chicago in January and October 2024, respectively.
Reach Composition Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Composition Wealth
What sectors does Composition Wealth invest in?
Composition Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Los Angeles, United States. Composition Wealth is listed as a other in the ConnectSafely investor database.
What stage does Composition Wealth invest at?
Composition Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Composition Wealth invest in?
Composition Wealth invests across United States.
Who are the partners at Composition Wealth?
Team members listed for Composition Wealth include Nate Angelo (Chief Executive Officer) and Coleman Chamberlain (President).
How do I contact Composition Wealth?
Composition Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
