COMPREHENSIVE WEALTH MANAGEMENT, LLC

COMPREHENSIVE WEALTH MANAGEMENT
LYNNWOOD, Washington·6 registered advisors·CRD# 116958
SEC# 801-690450425-778-6160
01

Firm Overview

AUM
$299M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPREHENSIVE WEALTH MANAGEMENT, LLC

6 registered advisors
Brian Joseph Lockett
LYNNWOOD, Washington
Cheryl Arford
LYNNWOOD, Washington
Christina A Ybarra
LYNNWOOD, Washington
Gary Marlin Arford
LYNNWOOD, Washington
Morgan Lewis Arford
LYNNWOOD, Washington
Shilo Michelle Lockett
LYNNWOOD, Washington
05

Office Locations

LYNNWOOD, Washington
6 advisors

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Data sourced from SEC Form ADV filings. COMPREHENSIVE WEALTH MANAGEMENT, LLC (CRD# 116958) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.