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Adam Whinfrey Messick

3 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

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

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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.

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Other Business Activities

Adam is dually registered as an investment advisor representative with Composition Wealth, LLC and Vinoble Group on a temporary and transitional basis. These entities are not affiliated.

Employment History
Current Registrations
Composition Wealth, LLC
March 2025 - Present · 11 mos
Previous Registrations
Vinoble Group
June 2024 - August 2025 · 1 yr 2 mos
LPL Financial Corporation
June 2008 - February 2009 · 8 mos
Ameriprise Financial Services, INC.
January 2007 - January 2008 · 1 yr
State Registrations2 states
COWA
Advisor
Exams
No exam information available for this advisor.
Adam Whinfrey Messick - Financial Advisor | TrueAdvisor