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COMPREHENSIVE WEALTH MANAGEMENT
LYNNWOOD, WA
425-778-6160
SEC #801-69045Total AUM
$338.4M
Employees
11Clients
389Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3500 188TH ST SW
SUITE 102
LYNNWOOD
WA 98037-4757
United States
SUITE 102
LYNNWOOD
WA 98037-4757
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
425-778-6160
Financials
Total AUM
$338.4M
Accounts
1,700Discretionary
$322.7M
Accounts
179Non-Discretionary
$15.7M
Accounts
1,521
Clients
Individual Clients
270AUM
$90M
HNW Individual Clients
108AUM
$243.7M
Pension/Profit Sharing Plan Clients
6AUM
$2.3M
Corporation or Business Clients
5AUM
$2.4M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOFLIDORTXVTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.