COMPREHENSIVE WEALTH MANAGEMENT
Firm details
- Headquarters
- LYNNWOOD, Washington
- CRD number
- 116958
- Registered since
- April 18, 2008
- Website
- www.cwmnw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI72%
- Individuals26.61%
- Corporations / Businesses0.7%
- Pension & Profit Sharing Plans0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Comprehensive Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm serves both individual and family clients as well as institutional accounts, and its ownership structure is reported as a mix of a domestic entity and an individual. Service offerings span financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm also acts as an insurance broker. Fee arrangements are mixed: percentage-of-AUM billing is available alongside hourly and fixed-fee options and commission-based work. The adviser does not identify as an active ESG investor, is not a multistate adviser in the filing, and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds34%
- Other14%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2CHRISTINA YBARRA
Chief Compliance OfficerCRD 4939136
MORGAN ARFORD
Chief Investment OfficerCRD 4945329
Contacts
3 of 6CHASE FERDERER
Financial AdvisorCRD 6088341
Sophie Thilenius
Operations AssociateCRD 6798895
SHILO LOCKETT
PresidentCRD 4704567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$373M in ETFs
84%
$312M
16%
$60.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GUINNESS ATKINSON ASIA PACIFIC DIVIDEND BUILDER ETF (ADIV) | Active | Pacific/Asia ex Japan Stk | $34M | 1,935,017 | 9.13% |
Location
LYNNWOOD, WA
SNOHOMISH
Location
LYNNWOOD, WA
Headquartered in LYNNWOOD, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- SNOHOMISH
- Address
- 3500 188th St SW
- Time zone
- PT (UTC-8)
- Office locations
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