Complete Wealth Management, LLC
● SEC registered since 2025CRD 288794SEC# 801-132711
Reg. AUM
$132.5M
Employees
2
Accounts
564
Location
—
Complete Wealth Management, LLC assets under management
Complete Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $132.5 million in regulatory assets under management and employs 2 people.
Complete Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Kyle David Control | Chief Compliance Officer | Under 5% | 2017 |
| Stacie Lynn David Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Complete Wealth Management, LLC manage?
Complete Wealth Management, LLC reports $132.5 million in regulatory assets under management on its Form ADV.
How many employees does Complete Wealth Management, LLC have?
Complete Wealth Management, LLC reports 2 employees.
Does Complete Wealth Management, LLC disclose fund performance?
Complete Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 940-382-9300 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.5M▲ 6%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.5Mregulatory AUM
Discretionary $127.3MNon-discretionary $5.2M