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COMPREHENSIVE WEALTH MANAGEMENT
Legal name: COMPREHENSIVE WEALTH MANAGEMENT, LLC
CRD 116958File 801-69045
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$338.4M
Below cohort median (national)
Discretionary AUM
$322.7M
Non-discretionary $15.7M
Clients
389
1,700 accounts
Employees
11
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 18, 2008
- Principal office
- 3500 188TH ST SW, SUITE 102, LYNNWOOD, WA, 98037-4757
- Phone
- 425-778-6160
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $338.4M
- Discretionary AUM
- $322.7M
- Non-discretionary AUM
- $15.7M
- Discretionary accounts
- 179
- Non-discretionary accounts
- 1,521
- Total accounts
- 1,700
- AUM per client
- $870K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.4M |
| High net worth individuals | 108 | $243.7M |
| Pension and profit sharing plans | 6 | $2.3M |
| Individuals (other than high net worth individuals) | 270 | $90.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 451 | 389 | decreased by62 |
| Apr 1, 2026 | AUM | $308,380,000 | $338,397,742 | increased by$30,017,742 |
| Apr 1, 2026 | Accounts | 1,677 | 1,700 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 472 | 451 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $328,788,543 | $308,380,000 | decreased by$20,408,543 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,527 | 1,677 | increased by150 |
| Apr 1, 2022 | Clients | 376 | 472 | increased by96 |
| Apr 1, 2022 | AUM | $306,217,347 | $328,788,543 | increased by$22,571,196 |
| Apr 1, 2022 | Accounts | 1,299 | 1,527 | increased by228 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMPREHENSIVE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPREHENSIVE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.