Benjamin Daniel Lake
Financial advisor at Composition Wealth, LLC
Last updated 2026-10-10
Claim your profileBenjamin Daniel Lake is a financial advisor at Composition Wealth, LLC, CRD 6700576. IAPD registration began 2016-10-01.
Registration
- CRD number
- 6700576
- Registration status
- Active
- IAPD registration
- 2016-10-01
- Industry Experience
- 10 years
- Work Experience
- 14 years
- States registered
- NY
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
- Chartered Financial Analyst
Work history
- 2012-09 to 2018-11 · Lake Partners, Inc · Stamford, CT
- 2018-11 to 2022-03 · Altfest Personal Wealth Management · New York, NY
- 2022-03 to Present · Composition Wealth, LLC · Hauppauge, NY
Current employment
- Composition Wealth, LLC · Los Angeles, CA
Composition Wealth, LLC
- Regulatory AUM
- $9,470,778,412
- Registered advisors
- 76
- Offices
- 39
- Clients per advisor
- 52.4 (Low)
- Average AUM per client
- $2.4M (Low)
- High-net-worth client ratio
- 10.2% (Low)
Composition Wealth, LLC: advisors, services and reported ETF investments
About
Benjamin Daniel Lake is a CFP®, Chartered Financial Analyst financial advisor at Composition Wealth, LLC. The latest record indicates 10 years of industry experience and 14 years of reported work history. Reported roles include Altfest Personal Wealth Management, Lake Partners, Inc.
Composition Wealth, LLC's firm-level Form ADV reports 76 advisors across 39 offices; approximately 52.4 clients per advisor, average assets per client of $2,376,011, and regulatory AUM of $9.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $6.1B across 393 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Benjamin Daniel Lake personally.
Reported ETF positions
Composition Wealth reports 393 ETF positions worth $6.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $447.3M |
| SCHF — Schwab International Equity ETF | $446.1M |
| BND — Vanguard Total Bond Market ETF | $360.5M |
| MBB — iShares MBS ETF | $222.4M |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $198.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Composition Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $25.1M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $25.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | GMUB — Goldman Sachs Municipal Income ETF | $43.9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.25 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $1.4M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Composition Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
Contact
The firm's filed contact details.
- Phone: (310) 246-1243
- Website: composition.com
- Youtube
Official record
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