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Complete Wealth Management, LLC
COMPLETE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DENTON, TX, registered since 2025. The firm manages $133 million in assets, $127...
Overview
COMPLETE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DENTON, TX, registered since 2025. The firm manages $133 million in assets, $127 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Complete Wealth Management, LLC?
The firm does not publicly disclose its leadership team or investment committee members. As an RIA, investment decisions are made by a team of advisors and analysts operating under fiduciary obligations to clients.
Does Complete Wealth Management participate in direct deals or fund investments?
The firm offers direct investment opportunities and co-investment vehicles where available, alongside fund-of-funds allocations. The exact mix is not publicly specified.
Which sectors does Complete Wealth Management explicitly avoid?
No sector exclusions have been publicly disclosed by the firm. Investment decisions are made on a client-by-client basis.
How is Complete Wealth Management related to any parent or affiliated entities?
No public information confirms any parent company or affiliated structures. The firm operates independently under its LLC registration.
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