Complete Wealth Management, LLC

Complete Wealth Management, LLC (CRD# 288794) is a financial advisory firm headquartered in Denton, TX. They manage $101,890,526 in 503 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
624 W. University Dr., # 430, Denton, TX 76201
https://www.linkedin.com/in/jeremy-david-cfp-%c2%ae-0975063/
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $202,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Complete Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy David, financial advisor Valley View TX
Jeremy K. David
CRD#: 4314102
Valley View, TX

Jeremy David (CRD# 4314102) is an Investment Advisor Representative working at Complete Wealth Management, LLC in Valley View, TX and has over 23 years of experience in the finance industry.

2
Matthew Saller, financial advisor Valley View TX
Matthew C. Saller
CRD#: 5370590
Valley View, TX

Matthew Saller (CRD# 5370590) is an Investment Advisor Representative working at Complete Wealth Management, LLC in Valley View, TX and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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