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 Aug 17, 2026

Regulatory AUM

$338.4M

Below cohort median (national)

Discretionary AUM

$322.7M

Non-discretionary $15.7M

Clients

389

1,700 accounts

Employees

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
Website: HTTP://INSTAGRAM.COM/CWM_TEAM

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.