COMPREHENSIVE WEALTH MANAGEMENT, INC.
Legal name: CLAYCOMB WEALTH MANAGEMENT
CRD #152822 SEC #801-71448 FOLSOM, CA 916-355-8860
SEC Registered
Total AUM
$27.2M
Discretionary
$27.2M
Employees
5
Clients
0
Accounts
189
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 4, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLAYCOMB, KATHLEEN, J | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLAYCOMB, KATHLEEN, J | I | CHIEF FINANCIAL OFFICER | NA | |
| CLAYCOMB, KATHLEEN, J | I | CHIEF FINANCIAL OFFICER | NA | |
| CLAYCOMB, KATHLEEN, J | I | CHIEF FINANCIAL OFFICER | NA | |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLAYCOMB, SHAWN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 4, 2011 REGISTERED
Notice Filings (1)
CA
Address
1130 IRON POINT ROAD #135FOLSOM, CA 95630
United States
Phone: 916-355-8860