Firm profile
Composition Wealth
Composition Wealth is a registered investment adviser.
Updated . Rechecked monthly.
- Entity type
- RIA
- Website
- apfamilyoffice.com
- Source
- Firm-reported
About Composition Wealth
Composition Wealth describes itself as an independent, registered investment advisory firm operating as a fiduciary. The firm states that its service lines span Wealth Foundations, Private Wealth, a Multi-Family Office offering, and Retirement and Benefits services.[Firm website]
The firm's own recent updates describe the appointment of a new Chief Marketing Officer, part of a broader expansion of its leadership team alongside continued growth through combinations with other advisory teams.[Firm website]
- Focus
- Wealth management and financial planning services including investments, tax planning, estate planning, and philanthropic planning
Where Composition Wealth is listed
Composition Wealth is in the investor directory.
Scope and method
- What is shown
- The facts on Composition Wealth's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, apfamilyoffice.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.