| Name | Title | Ownership | Since |
|---|---|---|---|
| B&s Lockett, Inc. Control | Member | 50-75% | 2009 |
| Brian Joseph Lockett Control | Vice President | Under 5% | 2013 |
| Christina A Ybarra Control | Chief Compliance Officer | Under 5% | 2012 |
Comprehensive Wealth Management, LLC reports $308.4 million in regulatory assets under management on its Form ADV.
Comprehensive Wealth Management, LLC reports 12 employees.
Comprehensive Wealth Management, LLC is based in Lynnwood, WA and has been SEC-registered since 2008.
Comprehensive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3500 188th St SW, Suite 102, Lynnwood, WA 98037-4757 |
| Phone | 425-778-6160 |
| Fax | 425-778-8896 |
| Office hours | 5-Aug |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $295.8M |
| Non-discretionary | $12.6M |
| Total (RAUM) | $308.4M |