BM
BM

Brian Richard Mohoric

9 Years of Experience
Sells Insurance
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
Loading...

Location

1215 4th Avenue, 935, Seattle, WA, 98161

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

Brian is dually registered as an investment advisor representative with Composition Wealth, LLC and Vinoble Group, and also with Purshe Kaplan Sterling Investments, Inc. He is also a licensed insurance agent, spending a few hours per week on insurance sales and implementation of insurance recommendations.

Employment History
Current Registrations
Composition Wealth, LLC
March 2025 - Present · 11 mos
Previous Registrations
Vinoble Group
May 2019 - August 2025 · 6 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2019 - August 2025 · 6 yrs 3 mos
Ameriprise Financial Services, INC.
June 2016 - May 2019 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
April 2016 - May 2019 · 3 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.