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Building 2COMPLETE WEALTH MANAGEMENT, LLC

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Phone940-382-9300
NotebookSEC #801-132711
Total AUM
$132.5M
Employees
2
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
940-382-9300

ReceiptFinancials

Total AUM
$132.5M
Accounts
564
Discretionary
$127.3M
Accounts
524
Non-Discretionary
$5.2M
Accounts
40

ContactClients

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Individual Clients
220
AUM
$40.8M
HNW Individual Clients
33
AUM
$86.9M
Charitable Organization Clients
2
AUM
$4.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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