Investment adviser · CRD 116958
COMPREHENSIVE WEALTH MANAGEMENT
Investment adviser filing (IA)
COMPREHENSIVE WEALTH MANAGEMENT, LLC
LYNNWOOD, WA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $338M Form ADV · Item 5.F
- Client accounts
- 1,700 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 108 | $243,661,319 | 72.0% |
| Individuals | 270 | $90,031,091 | 26.6% |
| Corporations & businesses | 5 | $2,359,517 | 0.7% |
| Retirement plans | 6 | $2,345,815 | 0.7% |
Filing source
Form ADV 2082616 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
3500 188TH ST SW, SUITE 102LYNNWOOD, WA, 98037-4757, United States
CRD 116958
Filing source
Form ADV 2082616 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.