Comprehensive Wealth Management

Comprehensive Wealth Management (CRD# 116958) is a financial advisory firm headquartered in Lynnwood, WA. They manage $269,129,827 in 1,578 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    1,578
    ACCOUNTS
  • Average Account Value
    $170,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, OR, TX, VT, WA

Financial Advisors at Comprehensive Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Morgan L. Arford
CRD#: 4945329
4100 194th Street Sw, Suite 205, Lynnwood, WA 98036
93
Wealthminder
score

Morgan Arford (CRD# 4945329) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 8 years of experience in the finance industry.

2
Kris A. Muhlestein
CRD#: 5665804
3500 188th St Sw, Suite 102, Lynnwood, WA 98037
93
Wealthminder
score

Kris Muhlestein (CRD# 5665804) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 7 years of experience in the finance industry.

3
Brian J. Lockett
CRD#: 4573162
3500 188th St Sw, Suite 102, Lynnwood, WA 98037
86
Wealthminder
score

Brian Lockett (CRD# 4573162) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 12 years of experience in the finance industry. Brian Lockett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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