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COMPREHENSIVE WEALTH MANAGEMENT
3500 188th St Sw
Suite 102
Lynnwood, Washington 98037-4757
Tel: 425-778-6160
About COMPREHENSIVE WEALTH MANAGEMENT
COMPREHENSIVE WEALTH MANAGEMENT, formally registered with the SEC as COMPREHENSIVE WEALTH MANAGEMENT. The firm was established in 04/18/2008. They have over 1 offices throughout the country.
COMPREHENSIVE WEALTH MANAGEMENT is a Lynnwood, Washington based Financial Planning firm with nearly $298,587,422 assets under management, offering retirement planning & investment advisory services to 1633 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116958 |
| SEC# | 801-69045 |
| Assets Managed by Firm | $298,587,422 |
| No. of Clients | 1633 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1633 | $298,587,422 |
| Individuals (other than high net worth individuals) | 379 | $113,222,562 |
| High net worth individuals | 79 | $181,992,380 |
| Pension and profit sharing plans | 4 | $230,434 |
| Charitable organizations | 1 | $56,978 |
| Corporations or other businesses | 5 | $3,085,068 |
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