Comprehensive Wealth Management Overview

  • Service
  • Financing Advisory
  • Founded
  • 2001
Founded
  • Employees
  • 11
Employees
  • Serviced Investors
  • 1

Comprehensive Wealth Management General Information

Description

Comprehensive Wealth Management (CWM) is a financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals and business owners throughout the greater Seattle and Bellevue area. The firm was founded in 2001 and is headquartered in Lynnwood, Washington.

Contact Information

Website
www.cwmnw.com
Year Founded
2001
Service Provider Type
Financing Advisory
Primary Office
  • 3500 188th Street South West
  • Suite 102
  • Lynnwood, WA 98037
  • United States
+1 (425) 000-0000
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Comprehensive Wealth Management Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Pears Foundation Advisor: General Oct 2010 00000 0000000
To view Comprehensive Wealth Management’s complete services on a deal — buy side history, request access »

Comprehensive Wealth Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Comprehensive Wealth Management Team (10)

Name Title Deals Office Contact
Info
Shilo Lockett President Lynnwood, WA
Morgan Arford Chief Investment Officer Lynnwood, WA
Christina Ybarra Chief Compliance Officer Lynnwood, WA
Alan Dillan Trading Manager Lynnwood, WA
Brian Lockett Vice President, Wealth Manager Lynnwood, WA
You’re viewing 5 of 10 team members. Get the full list »