Composition Wealth, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 143483
· SEC file 801-74711
· Los Angeles, CA
· www.composition.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $9.5B
- Discretionary
- $9.5B
- Clients
- 3,986
- Avg AUM / client
- $2.4M
- Accounts
- 12,787
- Employees
- 128
AUM over time
$127M
$9.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 891 positions, $7,285,552,269)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | INTL EQTY ETF | $383,796,931 | 15,506,947 | 5.27% | 4.05% |
| 2 | Vanguard Bd Index Fds | TOTAL BND MRKT | $312,361,733 | 4,241,740 | 4.29% | 3.3% |
| 3 | Spdr Series Trust | STATE STREET SPD | $305,076,810 | 3,985,848 | 4.19% | 3.22% |
| 4 | Apple Inc | COM | $193,732,338 | 763,357 | 2.66% | 2.05% |
| 5 | Ishares Tr | MBS ETF | $192,161,994 | 2,023,823 | 2.64% | 2.03% |
| 6 | Spdr Series Trust | STATE STREET SPD | $182,903,466 | 1,995,891 | 2.51% | 1.93% |
| 7 | Microsoft Corp | COM | $160,844,404 | 434,515 | 2.21% | 1.7% |
| 8 | Ishares Tr | EAFE VALUE ETF | $153,689,970 | 2,067,115 | 2.11% | 1.62% |
| 9 | Ishares Tr | CORE S&P500 ETF | $140,745,974 | 215,468 | 1.93% | 1.49% |
| 10 | Invesco Qqq Tr | UNIT SER 1 | $129,742,305 | 224,787 | 1.78% | 1.37% |
| 11 | Goldman Sachs Etf Tr | ACCES TREASURY | $114,661,336 | 1,144,439 | 1.57% | 1.21% |
| 12 | Ishares Tr | ISHS 1-5YR INVS | $109,299,833 | 2,079,525 | 1.5% | 1.15% |
| 13 | Ishares Tr | A RATE CP BD ETF | $108,057,195 | 2,270,586 | 1.48% | 1.14% |
| 14 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $104,160,214 | 438,348 | 1.43% | 1.1% |
| 15 | Nvidia Corporation | COM | $98,951,173 | 567,381 | 1.36% | 1.04% |
| 16 | Vanguard Index Fds | TOTAL STK MKT | $97,856,115 | 305,028 | 1.34% | 1.03% |
| 17 | Ishares Tr | CORE MSCI EAFE | $97,101,462 | 1,072,589 | 1.33% | 1.03% |
| 18 | Amazon Com Inc | COM | $95,400,761 | 458,063 | 1.31% | 1.01% |
| 19 | Goldman Sachs Etf Tr | DYNAMIC CAL MUNI | $94,540,479 | 1,866,239 | 1.3% | 1.0% |
| 20 | Victory Portfolios Ii | SHARES FREE CASH | $85,535,482 | 2,166,552 | 1.17% | 0.9% |
| 21 | Alphabet Inc | CAP STK CL C | $82,547,451 | 287,762 | 1.13% | 0.87% |
| 22 | Vanguard Index Fds | S&P 500 ETF SHS | $78,083,689 | 130,673 | 1.07% | 0.82% |
| 23 | Ishares Inc | MSCI EMRG CHN | $75,204,968 | 956,076 | 1.03% | 0.79% |
| 24 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $74,025,637 | 1,369,577 | 1.02% | 0.78% |
| 25 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $68,130,261 | 1,365,610 | 0.94% | 0.72% |
Top 25 of 891 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,354 | $3.4B | 36.2% |
| High net worth individuals | 406 | $5.2B | 54.9% |
| Pension and profit sharing plans | 30 | $64.7M | 0.68% |
| Charitable organizations | 12 | $151M | 1.6% |
| Insurance companies | 149 | $551M | 5.82% |
| Corporations and other businesses | 35 | $75.1M | 0.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cattlemens 401(k) Plan Cattlemens, A California Corporation | 2024 | |
| Sidley Austin Llp Retirement Plan For Partners Sidley Austin Llp | 2024 | |
| Sidley Austin Llp Savings And Investment Plan Sidley Austin Llp | 2024 |
People (84)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Christopher Karp | Owner | May 2004 (22y) | ≈ 3.96% – 37.5% via Karp Family Holdings Corporation | |
| Karp, Leah, Faresh | Trustee | Jun 2006 (20y) | GP / trustee / elected manager of Karp Family Trust U/A 6/27/2006 (indirect) | |
| Brock Evan Moseley | Managing Partner | Jan 2012 (15y) | Less than 5% | |
| Wooton, Marla, Jean | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Rolph, Duncan, Earl | Managing Member | Sep 2022 (4y) | ≈ 5.27% – 37.5% via Angels Management Llc | |
| Chin, Eileen, Shim | Trustee | Apr 2023 (3y) | ≈ 2.64% – 28.13% via Miracle Miler Llc | |
| Milam, Bruce, Wayne | Chief Executive Officer | Jun 2023 (3y) | Less than 5% | |
| Matthew Edmund Granski | Chief Operating Officer | CFA | Jun 2023 (3y) | Less than 5% |
| Matthew John Dmytryszyn | Chief Investment Officer | CFA | Apr 2024 (2y) | Less than 5% |
| Jeffrey Adam Jacobs | Registered representative | Jul 2016 (10y) | ||
| Gerard Ventura Tamparong | Registered representative | CFP CFA | Feb 2020 (6y) | |
| Craig Matthew Borkovec | Registered representative | Jun 2020 (6y) | ||
| Joseph Paul Schlater | Registered representative | Jun 2021 (5y) | ||
| Grant Carey Johnstone | Registered representative | CFP | Aug 2021 (5y) | |
| John David Caffrey | Registered representative | CFP | Nov 2021 (5y) | |
| William Eric Blanton | Registered representative | Mar 2022 (4y) | ||
| Benjamin Daniel Lake | Registered representative | CFP CFA | Apr 2022 (4y) | |
| Emil Ivaylov Georgiev | Registered representative | May 2022 (4y) | ||
| Alexander Brandon Cyrus | Registered representative | CFP | Jul 2022 (4y) | |
| John Scott Lindros | Registered representative | Oct 2022 (4y) | ||
| Daniel Ellmann Tang | Registered representative | CFP | Nov 2022 (4y) | |
| Jeffrey Evan Alpert | Registered representative | Nov 2022 (4y) | ||
| Robert Elkins Driscoll | Registered representative | Nov 2022 (4y) | ||
| Ryan Patrick Hanlon | Registered representative | Nov 2022 (4y) | ||
| Suzanne Buchanan Taylor | Registered representative | CFP | Nov 2022 (4y) | |
| Nathaniel James Angelo | Registered representative | Jul 2023 (3y) | ||
| Nicole B'lou Pavlovic | Registered representative | Sep 2023 (3y) | ||
| John Connor Wilhelm | Registered representative | CFP | Nov 2023 (3y) | |
| Blake W Mckibbin | Registered representative | Chartered Financial Consultant | Dec 2023 (3y) | |
| Joel Daniel Kendall | Registered representative | Dec 2023 (3y) | ||
| Mitchell Marc Caplan | Registered representative | Mar 2024 (2y) | ||
| Langley F Thomas | Registered representative | May 2024 (2y) | ||
| Brandon Beckner | Registered representative | CFP | Jun 2024 (2y) | |
| Steven Stalick | Registered representative | Jul 2024 (2y) | ||
| Theodore Rollin Crites | Registered representative | CFP | Jul 2024 (2y) | |
| Samantha Xu Quxia Kennedy | Registered representative | CFP | Sep 2024 (2y) | |
| Peter James Laplaca | Registered representative | CFP Chartered Financial Consultant | Sep 2024 (2y) | |
| Benjamin Samuel Offit | Registered representative | CFP | Sep 2024 (2y) | |
| Samuel Clarke Coquillard | Registered representative | Oct 2024 (2y) | ||
| Laura Anika Sendldorfer | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Jason James Weindorf | Registered representative | Dec 2024 (2y) | ||
| Brian Denton Johnson | Registered representative | Jan 2025 (2y) | ||
| Matthew Cullen Cheney | Registered representative | CFP | Jan 2025 (2y) | |
| Michael Wirth | Registered representative | Jan 2025 (2y) | ||
| Shane Patrick Larson | Registered representative | CFP | Jan 2025 (2y) | |
| Brian Christopher Bunker | Registered representative | CFA | Jan 2025 (2y) | |
| Adam Whinfrey Messick | Registered representative | Mar 2025 (1y) | ||
| Bret Alexander Hamby | Registered representative | CFA | Mar 2025 (1y) | |
| Brian Matthew Johnson | Registered representative | CFP | Mar 2025 (1y) | |
| Brian Richard Mohoric | Registered representative | Mar 2025 (1y) | ||
| Mark Ramsay Dennie | Registered representative | CFP | Mar 2025 (1y) | |
| Sean Vaughn Owen | Registered representative | CFP | Mar 2025 (1y) | |
| Blaine R. Thompson | Registered representative | Mar 2025 (1y) | ||
| Craig James Hanson | Registered representative | CFA | Mar 2025 (1y) | |
| Mary Katherine Pieper | Registered representative | Mar 2025 (1y) | ||
| Jave Darrick Ragan | Registered representative | CFP | Apr 2025 (1y) | |
| Thomas Alan Baker | Registered representative | CFA | Jul 2025 (1y) | |
| Christopher John Ciehanski | Registered representative | CFP | Jul 2025 (1y) | |
| Wendy Kathleen Ciehanski | Registered representative | Jul 2025 (1y) | ||
| Jennifer Mccall | Registered representative | CFP | Jul 2025 (1y) | |
| Christopher L Guarino | Registered representative | CFP | Aug 2025 (1y) | |
| Robert Jeffrey Schpoont | Registered representative | Oct 2025 (1y) | ||
| William T Allen | Registered representative | CFP | Nov 2025 (1y) | |
| David Samuel Bleeck | Registered representative | Jan 2026 (1y) | ||
| Kyle Breslow | Registered representative | Jan 2026 (1y) | ||
| Lawrence Ross Goodfriend | Registered representative | Jan 2026 (1y) | ||
| Russell Edwin Hoss | Registered representative | CFA | Jan 2026 (1y) | |
| Andrew Ark | Registered representative | CFP | Jan 2026 (1y) | |
| Scott Bradley Smith | Registered representative | CFP Personal Financial Specialist | Jan 2026 (1y) | |
| Lily Inez Gillman | Registered representative | Jan 2026 (1y) | ||
| Stephen Edward Miller | Registered representative | Feb 2026 (0y) | ||
| Eli Daniel Saldamando | Registered representative | Mar 2026 (0y) | ||
| Caleb Kenton Brown | Registered representative | CFP | Mar 2026 (0y) | |
| David Joshua Paulson | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Kevin Bruce Johnson | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Paul Thomas Glenn | Registered representative | Mar 2026 (0y) | ||
| Thomas Albert Howell | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Tyler Ross Hjelseth | Registered representative | CFP | Mar 2026 (0y) | |
| Carl W Middleton | Registered representative | Mar 2026 (0y) | ||
| Joseph Arico Ganoe | Registered representative | Apr 2026 (0y) | ||
| Matthew John Mueller | Registered representative | May 2026 (0y) | ||
| Alexandra B Shaheri | Registered representative | May 2026 (0y) | ||
| Joseph Louis Salcido | Registered representative | Jun 2026 (0y) | ||
| Jacob Elwood Hungarter | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Miracle Mile Advisor Holdings Llc | Managing Member | Nov 2020 | A | 75% or more |
| Angels Intermediate Llc | Holding Company | Sep 2022 | B | ≈ 56.25% – 100% via Miracle Mile Advisor Holdings Llc |
| Angels Holdings Llc | Holding Company | Sep 2022 | B | ≈ 42.19% – 100% via Angels Intermediate Llc |
| Angels Management Llc | Managing Member | Sep 2022 | B | ≈ 21.09% – 75% via Angels Holdings Llc |
| Karp Family Trust U/A 6/27/2006 | Owner | May 2004 | B | ≈ 2.64% – 28.13% via Karp Family Holdings Corporation |
| Corsair Vi Capital Partners Aiv L.P. | Managing Member | Sep 2022 | B | ≈ 10.55% – 50% via Angels Holdings Llc |
| Corsair Vi Capital Partners Investors, Llc | General Partner | Sep 2022 | B | ≈ 2.64% – 25% via Corsair Vi Capital Partners Aiv L.P. |
| Karp Family Holdings Corporation | Managing Member | Sep 2022 | B | ≈ 5.27% – 37.5% via Angels Management Llc |
| Miracle Miler Llc | Managing Member | Apr 2023 | B | ≈ 5.27% – 37.5% via Angels Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Peter Christopher Karp: 75% – 100% of Karp Family Holdings Corporation × 25% – 50% of Angels Management Llc × 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
- Rolph, Duncan, Earl: 25% – 50% of Angels Management Llc × 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
- Chin, Eileen, Shim: 50% – 75% of Miracle Miler Llc × 25% – 50% of Angels Management Llc × 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 2.64% – 28.13% of the firm
- Angels Intermediate Llc: 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Angels Holdings Llc: 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Angels Management Llc: 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Karp Family Trust U/A 6/27/2006: 50% – 75% of Karp Family Holdings Corporation × 25% – 50% of Angels Management Llc × 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 2.64% – 28.13% of the firm
- Corsair Vi Capital Partners Aiv L.P.: 25% – 50% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Corsair Vi Capital Partners Investors, Llc: 25% – 50% of Corsair Vi Capital Partners Aiv L.P. × 25% – 50% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Karp Family Holdings Corporation: 25% – 50% of Angels Management Llc × 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
- Miracle Miler Llc: 25% – 50% of Angels Management Llc × 50% – 75% of Angels Holdings Llc × 75% – 100% of Angels Intermediate Llc × 75% – 100% of Miracle Mile Advisor Holdings Llc × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cattlemens 401(k) Plan | Cattlemens, A California Corporation | 341 | $2.5M | 09/01/2024 |
| Sidley Austin Llp Retirement Plan For Partners | Sidley Austin Llp | 573 | $435M | 01/01/2024 |
| Sidley Austin Llp Savings And Investment Plan | Sidley Austin Llp | 3,442 | $1.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.3B (56% of AUM) Mar 2026
- Fidelity Brokerage Services $3.8B (40% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗