Comprehensive Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lynnwood, WA. Its latest Form ADV filing, dated March 31, 2026, reports $338M in regulatory assets under management, 11 employee, and 1,700 accounts.
Assets Under Management
$338M
Employees
11
Offices
--
Total Clients
389
Primary office
LYNNWOOD, WA
3500 188TH ST SW, SUITE 102, LYNNWOOD, WA, United States
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
270
2
HNWI
27.8%
108
3
Pension Plans
1.5%
6
4
Corporations
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of March 31, 2026
Discretionary95.4%
$323M
95% of total RAUM95.4%
Non-discretionary4.6%
$16M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$338M
Total Accounts1,700
10Y AUM Change+$75M (+28.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.