Comprehensive Wealth Management, LLC
Comprehensive Wealth Management, LLC

Comprehensive Wealth Management, LLC Management Team

Contact top employees from Comprehensive Wealth Management, LLC

Summary

Comprehensive Wealth Management, LLC is a private company. The company currently specializes in the Financial Services area. The number of employees ranges from 1 to 25. The annual revenue of Comprehensive Wealth Management, LLC varies between 100K and 5.0M. To connect with Comprehensive Wealth Management, LLC employee register on SignalHire.

Organization Website

cwmnw.com

Social Links

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Industries

Headquarters Location

3500 188th Street SW, Lynnwood, WA, 98037 US

Employees Size

10-50 employees

Specialties

Financial Planning, Wealth Management, Retirement Planning

SIC Code

6189, 6282, 6199

Founded

2001

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Length of Employment
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Employee tenure at Comprehensive Wealth Management, LLC shows a diverse range of experience levels:
11% for 1–2 years11% for 3–4 years17% for 5–7 years17% for 8–10 years44% have over 11 years of service at Comprehensive Wealth Management, LLC
Contact top employees from Comprehensive Wealth Management, LLC
Kelsey Wingate
Client Experience Manager
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Jordan Tuchek
Trading Manager
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Sue Thorning
Sr. Account Administrator
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Janice Olson
Executive Assistant
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Brian Lockett
VP, Lead Advisor
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Sophie Thilenius
Operations Associate
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Jason Heid
Financial Planner
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Anna Doll
Lead Account Administrator
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Jay Lee
Para Planner
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FAQ

Comprehensive Wealth Management, LLC operates in the Finance industries. More details can be found on the official website: cwmnw.com.
The headquarters of Comprehensive Wealth Management, LLC are located in Lynnwood, United States.
Comprehensive Wealth Management, LLC currently employs 10-50 people.
Comprehensive Wealth Management, LLC's revenue is approximately < 1M.

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