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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 6, 2025 and March 27, 2026, reported AUM increased 41.1%, from $6.7B to $9.5B.
Across 5 reported observations, AUM increased 208.8% between August 22, 2022 and March 27, 2026, from $3.1B to $9.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 63 advisory representatives and 4,170 clients, or 66.2 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 34 reported office locations and 19 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Composition Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Composition Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Composition Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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