Comprehensive Wealth Management Overview
- Service
-
Financing Advisory
- Year Founded
-
2001
- Employees
-
11
- 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
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 |
Comprehensive Wealth Management Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|