Nate Angelo was appointed Chief Executive Officer, and Doris Meister was elevated to Executive Chair as the firm enters the next chapter of growth following Bruce Milam’s foundational tenure.
LOS ANGELES, CA – September 29, 2025 – Composition Wealth, a national registered investment advisor (RIA), today announced the appointment of Nate Angelo as Chief Executive Officer. Angelo succeeds Bruce Milam, who has led the company since 2023 and is expected to remain with the firm in an advisory capacity to ensure a seamless transition. In conjunction with this change, Doris Meister will be elevated to the role of Chairperson, where she will work closely with Nate and provide strategic vision and governance oversight at the board level.
Angelo, who most recently served as Head of Wealth Management and practice leader for all advisors at Composition, has been instrumental in shaping the firm’s sales strategies, onboarding processes, financial planning framework, and advisor-client experience. He also played a central role in the firm’s M&A activity, positioning Composition for continued national expansion.
“Nate’s leadership and vision come at a pivotal time for Composition,” said Meister, Chairperson of Composition Wealth. “He has the expertise and drive to take the platform Bruce helped build and scale it to the next level. On behalf of the Board, I want to thank Bruce for his leadership and for the strong foundation he leaves behind.”
“I am honored to step into this role to lead Composition as we continue to execute on our objectives from a position of continued strength and stability,” said Angelo. “On behalf of the entire team at Composition, I thank Bruce for his service to the company and the accomplishments achieved during his tenure. We are extremely well-positioned to take advantage of the continued expansion and growth opportunities in the private wealth management sector by providing value-added planning strategies and best-in-class services that are tailored to our individual clients.”
“It has been a privilege to serve as CEO for Composition,” said Milam. “As a team, we have reached critical milestones in growing assets and offices across the country, and I’m proud to have built an incredible foundation on which to continue that growth. The company is in great hands, and I am confident that Nate, Doris, and the team will take the firm to even greater heights.”
Under Milam’s leadership, Composition scaled from $4.5 billion to $9.5 billion in assets under management and established the firm as a leading RIA platform with the scale, team, and infrastructure to support growth. This foundation positions the firm to accelerate its national expansion and continue executing on its long-term strategy, while remaining fully committed to helping clients compose their personal success stories and get the most out of life.
About Composition Wealth
Composition Wealth is a nationally registered investment advisor bringing together accomplished financial advisors and specialists to help successful individuals, families, and business owners manage their wealth. As fiduciaries, we focus on providing exceptional experience, advice, and technology tailored to enhance clients' overall financial success. Our integrated approach surrounds the advisor-client relationship with experts in investments, tax planning, estate strategies, and retirement planning to create comprehensive solutions for each client's needs.
Founded in 2007 and headquartered in Los Angeles, the firm has team locations in San Francisco, New York, Chicago, Seattle, San Diego, Baltimore/DC, and Columbus, Ohio. Our advisors have earned recognition from AdvisorHub, Barron’s, Financial Advisor, Financial Times, Forbes, and PlanAdviser, and the firm was named RIA of the Year by Wealth Solutions Report and America's Top Financial Advisory Firm by Newsweek.
For advisors seeking to write their next chapter with Composition Wealth, visit www.composition.com/for-advisors.
For client services, visit www.composition.com/services/wealth-management.
Advisory services are only offered to clients or prospective clients where Composition Wealth and its representatives are properly licensed or exempt from licensure. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. For additional information, please visit www.composition.com/disclosures.
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