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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2007
- Office Locations
- 34
Office Locations
About Composition Wealth, LLC
Composition Wealth is a Los Angeles-based RIA providing fiduciary, holistic wealth management that integrates investment management (including ETF-oriented portfolio construction) with tax, estate, and philanthropic planning. The firm uses a data-driven, team-based model where advisors and specialists collaborate on each client’s full financial picture, and supports custody through Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NATHANIEL JAMES ANGELO
Advisor, Chief Executive Officer
- CRD
- #4637789
- Ownership
- Less than 5%
MATTHEW JOHN DMYTRYSZYN
Chief Investment Officer
- CRD
- #3085764
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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William T Allen
CPA
- CRD
- #7278394
Jeffrey Evan Alpert
Financial Advisor, General Partner
- CRD
- #7453486
Showing 2 of 80 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,470,778,412 | $740,657 |
| Non-Discretionary | $0 | -- |
| Total | $9,470,778,412 | $740,657 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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