Data / Investment advisers / Washington / Comprehensive Wealth Management
Comprehensive Wealth Management, Lynnwood, WA: $338 million AUM, SEC registered investment adviser
Comprehensive Wealth Management is an SEC registered investment adviser with its main office in Lynnwood, Washington and reports $338 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 116958
- SEC file number
- 801-69045
- SEC status
- Approved, effective April 18, 2008
- Legal name
- Comprehensive Wealth Management, LLC
- Main office
- 3500 188th St SW Suite 102, Lynnwood, WA 98037
- Phone
- (425) 778-6160
- Regulatory AUM
- $338,397,742 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $322,678,228
- Non discretionary AUM
- $15,719,514
- Accounts
- 1,700
- Employees
- 11, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 108 | $243.7 million |
| Individuals (other than high net worth individuals) | 270 | $90 million |
| Corporations or other businesses | 5 | $2.4 million |
| Pension and profit sharing plans | 6 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $338.4 million | March 31, 2026 |
| December 1, 2025 | $308.4 million | April 30, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elliott Cove Capital Management | Seattle | $348.2 million | Not listed | adviserinfo.sec.gov |
| Wafd Wealth, Inc | Seattle | $348.1 million | Not listed | adviserinfo.sec.gov |
| Lodestone Wealth Management LLC | Spokane | $346.5 million | Not listed | adviserinfo.sec.gov |
| Angellist Asset Management, LLC | Seattle | $346.5 million | 22 | adviserinfo.sec.gov |
| Capstone Investment Group | Olympia | $342.7 million | Not listed | adviserinfo.sec.gov |
| Agate Pass Investment, LLC | Bainbridge Island | $336 million | Not listed | adviserinfo.sec.gov |
| Highbury Pacific Capital Corp. | Bellevue | $333.3 million | Not listed | adviserinfo.sec.gov |
| BBJS Financial Advisors, LLC | Seattle | $331.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Comprehensive Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.