Complete Wealth Management, LLC

Overview

Complete Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2025 and serves both individual & family clients and institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage-of-AUM model alongside hourly billing. The firm does not identify as an active ESG investor and is not classified as a capital allocator. Complete Wealth Management reports an industry affiliation with an insurance company and makes use of third‑party managers for certain alternative exposures.

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Public Holdings

Investments & Alternatives

Location & Offices