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COMPREHENSIVE WEALTH MANAGEMENT

COMPREHENSIVE WEALTH MANAGEMENT, LLC

CRD 116958 · SEC 801-69045

Visit website

3500 188TH ST SW, SUITE 102, LYNNWOOD, WA, 98037-4757, United States

Phone

425-778-6160

Fax

425-778-8896

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$338.4M

Discretionary AUM

$322.7M

Team

11 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsCONSULTING

Client types

TypeClientsAUM
Individuals270$90.0M
High net worth individuals108$243.7M
Pension/profit sharing plans6$2.3M
Corporations/business entities5$2.4M

States served

VT, AZ, CA, CO, ID, OR, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD