On July 9, 2025, Composition Wealth announced its acquisitions of Blue Oak Capital and Centricity Wealth Management.
Composition Wealth (“Composition”) announced on July 9, 2025, that it acquired Blue Oak Capital (“Blue Oak”) and Centricity Wealth Management (“Centricity”). Under the terms of the transactions, both existing teams will remain in place and be integrated into Composition. Further terms of the deals were not disclosed.
Composition, based in Los Angeles, is a registered investment advisor offering investment, tax planning, estate strategies, and retirement planning services. Following the acquisitions, Composition had approximately $9.5 billion in total client assets.
Blue Oak, based in Menlo Park, California, is a registered investment advisor offering wealth management, financial planning, and investment consulting services. Blue Oak has approximately $289 million in assets under management. Hue Partners served as financial advisor to Blue Oak on the transaction.
Centricity, based in Westerville, Ohio, is a registered investment advisor offering holistic wealth management, tax planning, estate planning, and group benefits consulting services. Centricity manages approximately $192 million in assets.
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