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| Happy Holidays!! thanks for using AUM13F!! |
| Composition Wealth LLC
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| CRD # | 143483 |
| SEC # | 801-74711 |
| CIK # | 0001585859 |
| AUM | $6.7 B (2025-05-09) |
| Employees | 94 (49% Investors, 1% Brokers) |
| Phone | 310-246-1243 |
| Address | 11300 West Olympic Blvd Los Angeles, CA 90064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,366 | 3.0 |
| (b) Individuals (high net worth individuals) | 257 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 0.2 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 127 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 68 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 8,671 | 6.7 |
| By Discretionary | ||
| Discretionary | 8,671 | 6.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,671 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 8,671 | 6.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001585859] | |
| SC 13G | [0001585859] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Miracle Mile Advisors LLC | Columbia ETF Trust II | [2017-02-14] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Capital Allocation Group LLC
✚
|
MA | 6.8 |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
6.8 | |
|
Clarkston Capital Partners LLC
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MI | 6.8 |
|
Kornitzer Capital Management Inc
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KS | 6.8 |
|
Mutual Advisors LLC
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|
NE | 6.8 |
|
Kingsview Wealth Management LLC
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|
OR | 6.7 |
|
John W Bristol & Co Inc
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|
NY | 6.7 |
|
Empirical Financial Services LLC
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|
WA | 6.7 |
|
Callan Family Office LLC
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|
PA | 6.7 |
|
Hardman Johnston Global Advisors LLC
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|
CT | 6.7 |