PL
CFP · ChFC
PL
CFP · ChFC

Peter Laplaca

31 Years of Experience
Los Angeles, CA
Sells Insurance

Peter Laplaca is a CFP, ChFC-designated registered investment advisor at Composition Wealth, LLC, based in Los Angeles, CA, with 31 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,933 clients with $6.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Composition Wealth's wealth management and portfolio management fees are based on the value of your portfolio and can range up to 1.50% annually. The fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. Composition Wealth may also charge a fixed dollar fee for these services, which may exceed the asset-based fee.

Loading...

Location

11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Peter is an adjunct professor at Berkeley College, teaching CFP and undergraduate courses, dedicating about 10% of his time. Peter also engages in insurance sales in an individual capacity, which is investment-related and takes about 10% of his time.

Employment History
Current Registrations
Composition Wealth, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
First Citizens Investor Services, INC.Broker
March 2024 - September 2024 · 6 mos
Svb Wealth
October 2020 - September 2024 · 3 yrs 11 mos
Citi Private Advisory, LLCBroker
March 2017 - September 2020 · 3 yrs 6 mos
Citigroup Global Markets INC.
May 2007 - September 2020 · 13 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2020 · 13 yrs 4 mos
Citicorp Investment Services
November 2004 - May 2007 · 2 yrs 6 mos
Citicorp Investment ServicesBroker
May 2003 - May 2007 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - May 2003 · 4 yrs 7 mos
Continental Broker-Dealer CORP.Broker
February 1996 - October 1998 · 2 yrs 8 mos
Pioneer Portfolio CORP.Broker
March 1994 - January 1996 · 1 yr 10 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Peter Laplaca - Financial Advisor | TrueAdvisor