Composition Acquires Vinoble and Unionview

INVESTMENT MANAGEMENT DEALS BLOG

April 23, 2025

On March 3, 2025, Composition Wealth announced its acquisitions of Vinoble Group and Unionview Wealth Partners.

Composition Wealth (“Composition”) announced on March 3, 2025, that it acquired Vinoble Group (“Vinoble”) and Unionview Wealth Partners (“Unionview”). Under the terms of the Vinoble transaction, Vinoble’s 15-person team will join Composition, with Brian Johnson being named Partner, Wealth Advisor at Composition. Under the terms of the Unionview transaction, Unionview Managing Partner Katie Pieper and Partner Craig Hanson, CFA, will both become Partner, Wealth Advisors at Composition. Both teams will operate from Composition’s Seattle office, with full integration expected by the third quarter of 2025. 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 $8.6 billion in total client assets.

Vinoble, based in Seattle, is a registered investment advisor offering wealth management, group benefits consulting, and tax planning services. Vinoble had approximately $630 million in assets under management.

Unionview, based in Seattle, is a registered investment advisor offering customized portfolio management and financial planning to high-net-worth families. Unionview had approximately $300 million in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.