C
CRD: 304169
Composure Wealth Management, LLC
$82.7M Total AUM
$82.7M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2019
- Office Locations
- 2
Office Locations
-- Chicago IL
-- Southlake TX
About Composure Wealth Management, LLC
Composure Wealth Management, LLC is a Chicago-based RIA with 2 offices. The firm has been operating for 7 years. Managing $82.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
49 AVG AGE
$41.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN PATRICK HERING
Chief Compliance Officer, Founder, Managing Member, Managing Principal
- CRD
- #5715469
- Ownership
- 75% or more
Available
Available
Available
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F
Frederick Thomas Hondzinski
--
- CRD
- #8031235
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,746,382 | $335,882 |
| Non-Discretionary | $0 | -- |
| Total | $82,746,382 | $335,882 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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