Comprehensive Wealth Management
Comprehensive Wealth Management is an SEC-registered mass-market adviser in Lynnwood, WA with $338.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Comprehensive Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116958, SEC 801-69045, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $338.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Lynnwood, WA
- Employees
- 11
- Clients
- 389
- CRD
- 116958
- Ownership
- ARFORD, GARY, MARLIN; STEFANO, MICHAEL, JOSEPH; DRIVER INVESTMENTS LIMITED PARTNERSHIP; FUPA, INC.; COMPREHENSIVE WEALTH MANGEMENT, LLC
How much AUM does Comprehensive Wealth Management have?
Comprehensive Wealth Management reported $338.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Comprehensive Wealth Management?
Disclosed owners and executives of Comprehensive Wealth Management include ARFORD, GARY, MARLIN, STEFANO, MICHAEL, JOSEPH, DRIVER INVESTMENTS LIMITED PARTNERSHIP, FUPA, INC., COMPREHENSIVE WEALTH MANGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.