| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Kyle David Control | Chief Compliance Officer | Under 5% | 2017 |
| Stacie Lynn David Control | Managing Member | Over 75% | 2017 |
Complete Wealth Management, LLC reports $125.1 million in regulatory assets under management on its Form ADV.
Complete Wealth Management, LLC reports 2 employees.
Complete Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 940-382-9300 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.1M |
| Non-discretionary | $10M |
| Total (RAUM) | $125.1M |