Comprehensive Wealth Management

RIASEC Registered

Total AUM

$338M

Discretionary

$323M

95% of AUM

Avg account

$199K

Accounts

1,700

Employees

Advisory reps

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

FINTRX

Overview

Comprehensive Wealth Management is an independent LLC that operates as a registered investment adviser (SEC registered in 2008). The firm serves both individual and family clients as well as institutional relationships and combines advisory work with insurance brokerage. Its business model mixes percentage-of-AUM fees with hourly and fixed-fee options and allows for commission-based arrangements. Core advisory services reported include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not describe itself as an active ESG investor and does not act as a capital allocator that runs proprietary alternative funds.