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DB

David S. Bleeck

COMPOSITION WEALTH
SANTA MONICA, CA 90401
Some features on this profile are disabled
CRD#: 7513917
DB

Professional summary


David Samuel Bleeck, who also goes by David Samuel Bleek, is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Santa Monica, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David Samuel Bleek

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. Goodfriend & Jacobs; Not Investment Related; 1299 OCEAN AVE, STE 333, SANTA MONICA, CA. 90401; Corporation; Certified Public Accountant; 12/01/2020; 160 hours per month; Accounting and bookkeeping

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Samuel Bleeck'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

July 5, 2022 - Present

COMPOSITION WEALTH, LLC

Office #1: 1299 Ocean Ave Suite 710, Santa Monica, CA 90401
RIA
CRD#: 143483
SANTA MONICA, CA

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".
CW
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)

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
(7/5/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/5/2022
Uniform Investment Adviser Law Examination

Current Firm


CW
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)
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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
94

SEC notice filing (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts8,671
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.

Company Information


COMPOSITION WEALTH, LLC

CRD#: 143483Santa Monica, CA 90401

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