Complete Wealth Management, LLC

Overview

Complete Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its client base includes individual and family clients as well as institutional relationships. Fee arrangements combine a percentage of assets under management with hourly billing for planning or advisory work. Investment activity is focused on public equities, with a stated preference for exchange-traded instruments. The firm is not an active ESG investor and is not registered as a multi-state adviser. Complete Wealth Management works with third-party service providers for custody and for alternative investment exposure rather than acting as a capital allocator itself.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices