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COMPOSITION WEALTH, LLC
SEC RegisteredLet's compose a future worthy of your story.
LOS ANGELES, CAhttps://composition.com(310) 246-1243
Assets Under Management
$5B–$25B
Employees
128
Office Locations
5 offices
Total Accounts
12787
About the firm
Composition Wealth is a collective of advisors and industry professionals dedicated to helping you achieve your financial goals and life ambitions. As a fiduciary, the firm acts in clients' best interest, with over 125 employees, more than 20 advisory teams, and $11B+ in assets under management/advisement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
FiduciaryWealth ManagementPrivate WealthMulti-family OfficeRetirement PlanningEmployee BenefitsTax StrategyCharitable GivingPortfolio ManagementIPO EvaluationPrivate Credit
Services
Wealth Foundations, Private Wealth, Multi-Family Office, and Retirement & Benefits planning for businesses and employees.
Who they serve
Individuals and businesses across 40+ states nationwide, including those seeking wealth foundations, private wealth management, multi-family office services, and retirement and benefits planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,354 | $3.4B |
| High Net Worth Individuals | 406 | $5.2B |
| Charitable Organizations | 30 | $65M |
| State/Municipal Entities | 12 | — |
| Sovereign Wealth Funds | 149 | — |
184 total clients reported on Form ADV.
Leadership
Brock Evan Moseley
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Duncan Earl Rolph
MANAGING MEMBER
Office locations
5 offices in 4 states
CA
LOS ANGELESHQ
OR
LAKE OSWEGO
CA
SAUSALITO
NY
HAUPPAUGE
WA
SEATTLE
Advisors at this firm
79 advisors in the directory
William T Allen
Investment Adviser Representative
Jeffrey Evan Alpert
Investment Adviser Representative
Nathaniel James Angelo
Investment Adviser Representative
Andrew Ark
Investment Adviser Representative
Caleb Kenton Brown
Investment Adviser Representative
Thomas Alan Baker
Investment Adviser Representative
Brandon Beckner
Investment Adviser Representative
William Eric Blanton
Investment Adviser Representative
David Samuel Bleeck
Investment Adviser Representative
Craig Matthew Borkovec
Investment Adviser Representative
Kyle Breslow
Investment Adviser Representative
Brian Christopher Bunker
Investment Adviser Representative
Mitchell Marc Caplan
Investment Adviser Representative
Matthew Cullen Cheney
Investment Adviser Representative
Christopher John Ciehanski
Investment Adviser Representative
Wendy Kathleen Ciehanski
Investment Adviser Representative
John David Caffrey Jr
Investment Adviser Representative
Samuel Clarke Coquillard
Investment Adviser Representative
Theodore Rollin Crites
Investment Adviser Representative
Alexander Brandon Cyrus
Investment Adviser Representative
Mark Ramsay Dennie
Investment Adviser Representative
Matthew John Dmytryszyn
Investment Adviser Representative
Robert Elkins Driscoll
Investment Adviser Representative
Paul Thomas Glenn
Investment Adviser Representative
Joseph Arico Ganoe
Investment Adviser Representative
Emil Ivaylov Georgiev
Investment Adviser Representative
Lily Inez Gillman
Investment Adviser Representative
Lawrence Ross Goodfriend
Investment Adviser Representative
Matthew Edmund Granski
Investment Adviser Representative
Christopher L Guarino
Investment Adviser Representative
Craig James Hanson
Investment Adviser Representative
Tyler Ross Hjelseth
Investment Adviser Representative
Bret Alexander Hamby
Investment Adviser Representative
Ryan Patrick Hanlon
Investment Adviser Representative
Russell Edwin Hoss
Investment Adviser Representative
Thomas Albert Howell
Investment Adviser Representative
Jacob Elwood Hungarter
Investment Adviser Representative
Brian Matthew Johnson
Investment Adviser Representative
Kevin Bruce Johnson
Investment Adviser Representative
Jeffrey Adam Jacobs
Investment Adviser Representative
Brian Denton Johnson
Investment Adviser Representative
Grant Carey Johnstone
Investment Adviser Representative
Samantha Xu Quxia Kennedy
Investment Adviser Representative
Peter Christopher Karp
Investment Adviser Representative
Joel Daniel Kendall
Investment Adviser Representative
John Scott Lindros
Investment Adviser Representative
Benjamin Daniel Lake
Investment Adviser Representative
Peter James Laplaca
Investment Adviser Representative
Shane Patrick Larson
Investment Adviser Representative
Jennifer McCall
Investment Adviser Representative
Blake W McKibbin
Investment Adviser Representative
Carl W Middleton IV
Investment Adviser Representative
Stephen Edward Miller
Investment Adviser Representative
Adam Whinfrey Messick
Investment Adviser Representative
Brian Richard Mohoric
Investment Adviser Representative
Brock Evan Moseley
Investment Adviser Representative
Matthew John Mueller
Investment Adviser Representative
Sean Vaughn Owen
Investment Adviser Representative
Benjamin Samuel Offit
Investment Adviser Representative
Mary Katherine Pieper
Investment Adviser Representative
David Joshua Paulson
Investment Adviser Representative
Nicole B'Lou Pavlovic
Investment Adviser Representative
Jave Darrick Ragan
Investment Adviser Representative
Joseph Louis Salcido
Investment Adviser Representative
Joseph Paul Schlater
Investment Adviser Representative
Robert Jeffrey Schpoont
Investment Adviser Representative
Alexandra B Shaheri
Investment Adviser Representative
Scott Bradley Smith
Investment Adviser Representative
Eli Daniel Saldamando
Investment Adviser Representative
Laura Anika Sendldorfer
Investment Adviser Representative
Steven Stalick
Investment Adviser Representative
Gerard Ventura Tamparong
Investment Adviser Representative
Daniel Ellmann Tang
Investment Adviser Representative
Suzanne Buchanan Taylor
Investment Adviser Representative
Langley F Thomas
Investment Adviser Representative
Blaine R. Thompson
Investment Adviser Representative
Jason James Weindorf
Investment Adviser Representative
John Connor Wilhelm
Investment Adviser Representative
Michael Wirth
Investment Adviser Representative
Regulatory & compliance
CRD number
#143483
SEC Number
801-74711
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $500,000 (waivable)
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
composition.comPhone
(310) 246-1243Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPOSITION WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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