Peter C. Karp

COMPOSITION WEALTH

Sausalito, CA 94965

Some features on this profile are disabled

CRD#: 2335003

Professional summary

Peter Christopher Karp, who also goes by Peter Karp, is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Sausalito, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Karp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) The Loan Story; Investment related; 4880 Stevens Creek Blvd, 200, San Jose, CA. 95129; Loan Agent; Start 01/2021; 5 hours per month; Consult with clients what lending solution is right for them 2) Elder Givers; Not Investment Related; San Francisco, CA. 94123; Board Member; 01/2010; 1 hour per month; Vote on direction of the non profit. 3) Peter Karp is registered as an investment adviser representative of Karp Capital Management Corporation for transition purposes only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Christopher Karp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2022 - Present

COMPOSITION WEALTH, LLC

Office #1: 30 Liberty Ship Way #3225, Sausalito, CA 94965

RIA

CRD#: 143483

Sausalito, CA

Past

August 22, 2014 - January 3, 2023

INFINITY FINANCIAL SERVICES

CRD#: 144302

Sausalito, CA

Past

August 7, 2014 - August 22, 2014

MUTUAL SECURITIES, INC.

CRD#: 13092

San Francisco, CA

Past

June 8, 2004 - August 8, 2014

FINANCIAL TELESIS INC

CRD#: 31012

SAN FRANCISCO, CA

Past

May 24, 2004 - December 31, 2022

KARP CAPITAL MANAGEMENT CORPORATION

RIA

CRD#: 131834

Sausalito, CA

Past

April 17, 1996 - May 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OAKLAND, CA

Past

May 5, 1993 - May 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/1993

General Securities Representative Examination

Current Firm

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(310) 246-1243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (10/27/2025)

FORM ADV PART 2A (10/27/2025)

Regulatory assets under management

Total Number of Accounts	8,671
AUM (Assets Under Management)	$ 6,714,187,844

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peter C. Karp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Christopher Karp's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFINITY FINANCIAL SERVICES

MUTUAL SECURITIES, INC.

FINANCIAL TELESIS INC

KARP CAPITAL MANAGEMENT CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COMPOSITION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/1997

Series 63

Date: 5/13/1993

SIE

Date: 10/1/2018

Series 7

Date: 5/4/1993

Current Firm

COMPOSITION WEALTH, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPOSITION WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors