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Private Wealth Daily
ria

Composition Wealth

LOS ANGELES, CA
CRD: 143483
In network coverage since August 18, 2026 · 5 stories
$9.5BRegulatory AUMSEC Form ADV · Oct 24
128EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Sep 21, 26Deal closedEdgewater Wealth Management · $900M — coverage
Network coverage
Moves

The RIA C-suite is being rebuilt around the plan record

Edelman and Mercer filled two senior seats with product executives this week, a sign of where the next advice dollar is expected to come from.
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22Composition Wealth staffs the two seats that make a roll-up close
Practice management · Aug 18A three-person team runs $240 million on a meeting agenda
Succession & selling a firm · Aug 18Record RIA deal volume meets a pickier buyer pool
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