Comprehensive Wealth Management, LLC
● SEC registered since 2008CRD 116958SEC# 801-69045Lynnwood, WA
Reg. AUM
$338.4M
Employees
11
Accounts
1,700
Location
Lynnwood, WA
Comprehensive Wealth Management, LLC assets under management
Comprehensive Wealth Management, LLC operates as an SEC-registered investment adviser based in Lynnwood, WA. The firm has been registered since 2008. It reports $338.4 million in regulatory assets under management and employs 11 people.
Comprehensive Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| B&s Lockett, Inc. Control | Member | 50-75% | 2009 |
| Brian Joseph Lockett Control | Vice President | Under 5% | 2013 |
| Christina A Ybarra Control | Chief Compliance Officer | Under 5% | 2012 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Comprehensive Wealth Management, LLC manage?
Comprehensive Wealth Management, LLC reports $338.4 million in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Wealth Management, LLC have?
Comprehensive Wealth Management, LLC reports 11 employees.
Where is Comprehensive Wealth Management, LLC located?
Comprehensive Wealth Management, LLC is based in Lynnwood, WA and has been SEC-registered since 2008.
Does Comprehensive Wealth Management, LLC disclose fund performance?
Comprehensive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 188th St SW, Suite 102, Lynnwood, WA 98037-4757 |
| Phone | 425-778-6160 |
| Fax | 425-778-8896 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$338.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$338.4Mregulatory AUM
Discretionary $322.7MNon-discretionary $15.7M