Comprehensive Wealth Management
Comprehensive Wealth Management (CRD# 116958) is a financial advisory firm headquartered in Lynnwood, WA. They manage $298,587,422 in 1,633 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management299MILLION
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Total Number of Accounts1,633ACCOUNTS
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Average Account Value$182,846
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, FL, ID, OR, TX, VT, WA
Morgan Arford (CRD# 4945329) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 16 years of experience in the finance industry.
Brian Lockett (CRD# 4573162) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 19 years of experience in the finance industry.
Kris Muhlestein (CRD# 5665804) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 14 years of experience in the finance industry.
Jordan Tuchek (CRD# 6314433) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 9 years of experience in the finance industry.