COMPLETE WEALTH MANAGEMENT, LLC
COMPLETE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 288794). Regulatory assets under management: $132.5M.
Registration
- CRD: 288794
- SEC file number: 801-132711
- Type: Registered investment adviser
- Phone: 940-382-9300
- Latest filing: 2026-03-13
- Regulatory AUM: $132.5M
- Discretionary AUM: $127.3M
- Non-discretionary AUM: $5.2M
- Clients: 2
- Accounts: 564
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Stacie Lynn David | MANAGING MEMBER | — |
| Jeremy Kyle David | CHIEF COMPLIANCE OFFICER | — |
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