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| Comprehensive Wealth Management LLC
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| |
|---|---|
| CRD # | 116958 |
| SEC # | 801-69045 |
| CIK # | 0001535202 |
| AUM | $298.6 MM (2024-03-29) |
| Employees | 13 (31% Investors, 23% Brokers) |
| Phone | 425-778-6160 |
| Address | 3500 188th St SW Lynnwood, WA 98037-4757 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.0 | |
| AMZN | 1,092,997.8 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 113.2 |
| (b) Individuals (high net worth individuals) | 79 | 182.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.2 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,633 | 298.6 |
| By Discretionary | ||
| Discretionary | 1,551 | 288.3 |
| Non-Discretionary | 82 | 10.3 |
| Total | 1,633 | 298.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 292.2 | |
| Total | 1,633 | 298.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001535202] |
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|---|---|---|
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Beacon Financial Planning Inc
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MA | 0.3 |
|
Paradigm Wealth LLC
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NE | 0.3 |
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Smart Wealth LLC
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NE | 0.3 |
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Tiemann Investment Advisors LLC
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CA | 0.3 |
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Capital Square LLC
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TN | 0.3 |
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Hurley Financial Group Inc
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OR | 0.3 |
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Forum Solutions Group LLC
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IN | 0.3 |
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Keating Financial Advisory Services Inc
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KS | 0.3 |
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Prudent Investors Network Inc
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CA | 0.3 |
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Kingdom Financial Group LLC
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AZ | 0.3 |