AdvisorRanked
87
Clean

COMPREHENSIVE WEALTH MANAGEMENT

3500 188TH ST SW, LYNNWOOD, WA 98037-4757
Fiduciaryfee-onlySEC Registered
425-778-6160 HTTP://INSTAGRAM.COM/CWM_TEAM CRD #116958
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$338M
Assets Managed
4
Clients
11
Employees
18
Years Active
since 2008

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46112

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 25.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameCOMPREHENSIVE WEALTH MANAGEMENT
CRD Number#116958
SEC RegisteredYes
Registration Date2008-04-18
States RegisteredWA
Assets Under Management$338M
Number of Clients4
Employees11
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is COMPREHENSIVE WEALTH MANAGEMENT a fiduciary?

Yes. COMPREHENSIVE WEALTH MANAGEMENT is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does COMPREHENSIVE WEALTH MANAGEMENT charge clients?

COMPREHENSIVE WEALTH MANAGEMENT uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does COMPREHENSIVE WEALTH MANAGEMENT have any complaints?

Yes. COMPREHENSIVE WEALTH MANAGEMENT has 1 complaint(s) on record. Their complaint ratio is 25.00 per 100 clients (industry average: ~0.15).

How does COMPREHENSIVE WEALTH MANAGEMENT compare to other advisors in LYNNWOOD?

COMPREHENSIVE WEALTH MANAGEMENT has a Red Flag Score of 87/100. There are 3 registered advisory firms in LYNNWOOD. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.