Comprehensive Wealth Management
Firm details
- Headquarters
- Lynnwood, Washington
- CRD number
- 116958
- Registered since
- April 18, 2008
- Website
- www.cwmnw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI72%
- Individuals26.61%
- Corporations / Businesses0.7%
- Pension & Profit Sharing Plans0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Comprehensive Wealth Management is an independent, privately owned limited liability company registered with the SEC in 2008. The firm serves individual and family clients as well as institutional relationships, and combines advisory services with insurance brokerage. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its client billing mixes asset-based fees with hourly and fixed-fee engagements and some commission-based work. The firm is not positioned as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds34%
- Other14%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Christina Ybarra
Chief Compliance OfficerCRD 4939136
Morgan Arford
Chief Investment OfficerCRD 4945329
Contacts
3 of 6
Chase Ferderer
Financial AdvisorCRD 6088341
Sophie Thilenius
Operations AssociateCRD 6798895
Shilo Lockett
PresidentCRD 4704567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$423M in ETFs
85%
$358M
15%
$64.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GUINNESS ATKINSON ASIA PACIFIC DIVIDEND BUILDER ETF (ADIV) | Active | Pacific/Asia ex Japan Stk | $37.5M | 2,019,643 | 8.88% |
Location
Lynnwood, WA
Snohomish
Location
Lynnwood, WA
Headquartered in Lynnwood, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 3500 188th St Sw
- Time zone
- PT (UTC-8)
- Office locations
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