COMPREHENSIVE WEALTH MANAGEMENT

COMPREHENSIVE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 144891). Regulatory assets under management: $1.5M.

Registration

• CRD: 144891
• Type: Registered investment adviser
• Phone: 678-464-7508
• Latest filing: 2024-01-08
• Regulatory AUM: $1.5M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search