# Comprehensive Wealth Management

Comprehensive Wealth Management is a RIA based in Seattle, Lynnwood, Bellevue, Everett, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Seattle, Lynnwood, Bellevue, Everett, United States
- **Region:** North America
- **Address:** Lynnwood, WA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** cwmnw.com
- **LinkedIn:** https://www.linkedin.com/company/comprehensive-wealth-management

## Regulatory record

- **CRD number:** 116958
- **SEC file number:** 801-69045
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116958

## About

Comprehensive Wealth Management was established in 2001 in Washington state. It functions as a registered investment advisor serving individuals, trusts, and pension plans. The firm delivers investment advisory services and estate planning. Engagements occur on discretionary and non-discretionary terms. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. No information on team size, additional offices, or recent operational events from the last 24 months is available. The firm maintains a standard RIA structure without disclosed hybrid vehicles or succession details.

## Questions

### What services does Comprehensive Wealth Management provide?

The firm provides investment advisory services and estate planning on discretionary and non-discretionary bases to individuals, trusts, and pension plans.

### Who are the clients of Comprehensive Wealth Management?

Clients include individuals, trusts, and pension plans.

## Related profiles

- [Comprehensive Financial Planning](https://altss.com/profile/comprehensive-financial-planning)
- [Comprehensive Wealth Solutions](https://altss.com/profile/comprehensive-wealth-solutions)

---

Last updated: 2026-07-10T21:59:04.000Z

Canonical page: https://altss.com/profile/comprehensive-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology