LP Profile

Complete Advisors

Also known as complete

Wealth ManagerValley Stream, United StatesFounded 2019
$84M
Assets Under Management
Valley Stream
Headquarters
Investment Focus

About Complete Advisors

Complete Advisors is a valuation and business advisory firm based in Valley Stream, New York, founded in 2019, with about $84 million in reported assets. It specializes in valuations for estate, gift, income tax and succession planning, with expertise in complex asset valuation, and its team is NACVA certified. Its services include business valuation for partnerships, LLCs, corporations, not-for-profit organizations and governmental entities, value enhancement consulting and exit planning. It works with CPAs, trust and estate attorneys and business owners across the United States.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Complete Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$84.2M
Total Clients
25
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Complete Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Complete Advisors?

Complete Advisors is a wealth manager based in Valley Stream, United States, managing approximately $84M in assets.

Where is Complete Advisors headquartered?

Complete Advisors is headquartered in Valley Stream, United States.

How much does Complete Advisors manage?

Complete Advisors manages approximately $84M in assets under management.

When was Complete Advisors founded?

Complete Advisors was founded in 2019.

How can I contact Complete Advisors?

Verified contact details, key decision-makers, and investment preferences for Complete Advisors are available on LPbacked. Create a free account to access them.