COMPREHENSIVE WEALTH PLANNING, LLC

COMPREHENSIVE WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 328109). Regulatory assets under management: $13.0M.

Registration

• CRD: 328109
• Type: Registered investment adviser
• Phone: (913) 815-0084
• Latest filing: 2026-01-13
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 1
• Accounts: 138

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search