# Complete Wealth Management, LLC

Complete Wealth Management, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/complete-wealth-management

## Regulatory record

- **CRD number:** 288794
- **SEC file number:** 801-132711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288794

## About

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.

## 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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Last updated: 2026-07-06T01:24:14.474Z

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