COMPREHENSIVE WEALTH MANAGEMENT, LLC
Doing business as COMPREHENSIVE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$338,397,742
Discretionary
$322,678,228
Non-discretionary
$15,719,514
Firm details
- CRD number
- 116958
- SEC file number
- 801-69045
- Main office
- LYNNWOOD, WA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://INSTAGRAM.COM/CWM_TEAM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.