COMPREHENSIVE WEALTH MANAGEMENT, LLC
Legal name: COMPREHENSIVE WEALTH MANAGEMENT
CRD #116958 SEC #801-69045 LYNNWOOD, WA 425-778-6160
SEC Registered
Total AUM
$308.4M
Discretionary
$295.8M
Employees
12
Clients
251
Accounts
1,677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $308.4M | $295.8M | $12.6M | 12 | 0 |
| Mar 2025 | $308.4M | $295.8M | $12.6M | 12 | 0 |
| Sep 2024 | $298.6M | $288.3M | $10.3M | 13 | 0 |
| Sep 2024 | $298.6M | $288.3M | $10.3M | 13 | 0 |
| Mar 2024 | $298.6M | $288.3M | $10.3M | 13 | 0 |
| Nov 2023 | $280.8M | $276.4M | $4.3M | 12 | 0 |
| Mar 2023 | $280.8M | $276.4M | $4.3M | 12 | 0 |
| Mar 2022 | $328.8M | $323.6M | $5.2M | 11 | 0 |
| Mar 2021 | $306.2M | $301.3M | $4.9M | 11 | 0 |
| Dec 2020 | $241.9M | $237M | $4.9M | 11 | 0 |
| Dec 2020 | $241.9M | $237M | $4.9M | 11 | 0 |
| Jun 2020 | $241.9M | $237M | $4.9M | 11 | 0 |
| Jun 2020 | $241.9M | $237M | $4.9M | 11 | 0 |
| Mar 2020 | $241.9M | $237M | $4.9M | 11 | 0 |
| Nov 2019 | $229.7M | $224.7M | $5M | 11 | 1 |
| Mar 2019 | $229.7M | $224.7M | $5M | 11 | 1 |
| Mar 2018 | $259.3M | $252.6M | $6.8M | 11 | 0 |
| Mar 2017 | $263.5M | $253.3M | $10.2M | 11 | 442 |
| Oct 2016 | $281.9M | $281.9M | $0 | 13 | 600 |
| Mar 2016 | $269.1M | $182.8M | $86.4M | 13 | 600 |
| Feb 2016 | $269.1M | $182.8M | $86.4M | 13 | 600 |
| Apr 2015 | $311M | $311M | $0 | 13 | 500 |
| Mar 2015 | $311M | $311M | $0 | 13 | 500 |
| Jul 2014 | $329.9M | $329.9M | $0 | 13 | 500 |
| Mar 2014 | $329.9M | $329.9M | $0 | 14 | 500 |
| Jul 2013 | $327.3M | $327.3M | $0 | 14 | 500 |
| Mar 2013 | $327.3M | $327.3M | $0 | 14 | 500 |
| Mar 2012 | $294.3M | $294.3M | $0 | 11 | 500 |
| Apr 2011 | $274M | $274M | $0 | -- | -- |
| Apr 2011 | $274M | $274M | $0 | -- | -- |
| Apr 2010 | $201.6M | $201.6M | $0 | -- | -- |
| Mar 2010 | $201.6M | $201.6M | $0 | -- | -- |
| May 2009 | $210M | $210M | $0 | -- | -- |
| Mar 2009 | $210M | $210M | $0 | -- | -- |
DateApr 2025
Total AUM$308.4M
Discretionary$295.8M
Non-Disc.$12.6M
Employees12
Clients0
DateMar 2025
Total AUM$308.4M
Discretionary$295.8M
Non-Disc.$12.6M
Employees12
Clients0
DateSep 2024
Total AUM$298.6M
Discretionary$288.3M
Non-Disc.$10.3M
Employees13
Clients0
DateSep 2024
Total AUM$298.6M
Discretionary$288.3M
Non-Disc.$10.3M
Employees13
Clients0
DateMar 2024
Total AUM$298.6M
Discretionary$288.3M
Non-Disc.$10.3M
Employees13
Clients0
DateNov 2023
Total AUM$280.8M
Discretionary$276.4M
Non-Disc.$4.3M
Employees12
Clients0
DateMar 2023
Total AUM$280.8M
Discretionary$276.4M
Non-Disc.$4.3M
Employees12
Clients0
DateMar 2022
Total AUM$328.8M
Discretionary$323.6M
Non-Disc.$5.2M
Employees11
Clients0
DateMar 2021
Total AUM$306.2M
Discretionary$301.3M
Non-Disc.$4.9M
Employees11
Clients0
DateDec 2020
Total AUM$241.9M
Discretionary$237M
Non-Disc.$4.9M
Employees11
Clients0
DateDec 2020
Total AUM$241.9M
Discretionary$237M
Non-Disc.$4.9M
Employees11
Clients0
DateJun 2020
Total AUM$241.9M
Discretionary$237M
Non-Disc.$4.9M
Employees11
Clients0
DateJun 2020
Total AUM$241.9M
Discretionary$237M
Non-Disc.$4.9M
Employees11
Clients0
DateMar 2020
Total AUM$241.9M
Discretionary$237M
Non-Disc.$4.9M
Employees11
Clients0
DateNov 2019
Total AUM$229.7M
Discretionary$224.7M
Non-Disc.$5M
Employees11
Clients1
DateMar 2019
Total AUM$229.7M
Discretionary$224.7M
Non-Disc.$5M
Employees11
Clients1
DateMar 2018
Total AUM$259.3M
Discretionary$252.6M
Non-Disc.$6.8M
Employees11
Clients0
DateMar 2017
Total AUM$263.5M
Discretionary$253.3M
Non-Disc.$10.2M
Employees11
Clients442
DateOct 2016
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$0
Employees13
Clients600
DateMar 2016
Total AUM$269.1M
Discretionary$182.8M
Non-Disc.$86.4M
Employees13
Clients600
DateFeb 2016
Total AUM$269.1M
Discretionary$182.8M
Non-Disc.$86.4M
Employees13
Clients600
DateApr 2015
Total AUM$311M
Discretionary$311M
Non-Disc.$0
Employees13
Clients500
DateMar 2015
Total AUM$311M
Discretionary$311M
Non-Disc.$0
Employees13
Clients500
DateJul 2014
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees13
Clients500
DateMar 2014
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees14
Clients500
DateJul 2013
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees14
Clients500
DateMar 2013
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees14
Clients500
DateMar 2012
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees11
Clients500
DateApr 2011
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$201.6M
Discretionary$201.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$201.6M
Discretionary$201.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees--
Clients--