Composition Wealth Adds Centricity Wealth Management and Blue Oak Capital
July 3, 2025
Composition Wealth, a national RIA backed by Corsair Capital, has added two advisory teams — Centricity Wealth Management (Westerville, Ohio; $192M AUM) and Blue Oak Capital (Bay Area; $289M AUM) — increasing its AUM to $9.5 billion. The moves expand Composition's geographic footprint into Ohio and Silicon Valley while bringing the Centricity founders into partner roles to support succession and capability expansion.
- Buyers
- Composition Wealth, Corsair Capital
- Targets
- Centricity Wealth Management, Blue Oak Capital
- Platforms
- Composition Wealth
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Addon
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