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Morgan Lewis Arford

Chief Investment OfficerComprehensive Wealth Management, LLCCRD 4945329

About Morgan Lewis Arford

Morgan Lewis Arford is listed as Chief Investment Officer at Comprehensive Wealth Management, LLC in Lynnwood, WA. Form ADV reports a beneficial ownership band of Under 5%. Morgan Lewis Arford is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Comprehensive Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Morgan Lewis Arford work?

Morgan Lewis Arford is listed as Chief Investment Officer at Comprehensive Wealth Management, LLC on SEC Form ADV.

How much of Comprehensive Wealth Management, LLC does Morgan Lewis Arford own?

Form ADV reports a beneficial ownership band of Under 5%.

Comprehensive Wealth Management, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2013
View Comprehensive Wealth Management, LLC →

Comprehensive Wealth Management, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2009
View Comprehensive Wealth Management, LLC →