Overview
Assets Under Management: $133 million
High-Net-Worth Clients: 33
Average Client Assets: $2.6 million
Frequently Asked Questions
COMPLETE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288794), COMPLETE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COMPLETE WEALTH MANAGEMENT, LLC serves 33 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, COMPLETE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COMPLETE WEALTH MANAGEMENT, LLC manages $133 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, COMPLETE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.59%
Average Client Assets: $2.6 million
Total Client Accounts: 564
Discretionary Accounts: 524
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 288794
Filing ID: 2062486
Last Filing Date: 2026-03-13 15:58:12