SEC Form ADV

COMPREHENSIVE WEALTH MANAGEMENT

Firm profile: Comprehensive Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA
$338.4M
Assets Under Management
1,700
Total Clients
11
Employees
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Registration Details

Accession
CRD-116958
Location
LYNNWOOD, WA
Filing Date
March 31, 2026
AUM
$338.4M
Total Clients
1,700
Institutional Clients
6
Employees
11
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

COMPREHENSIVE WEALTH MANAGEMENT is a registered investment adviser headquartered in LYNNWOOD, WA, managing approximately $338.4M in assets across 1,700 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.