Comprehensive Wealth Management, LLC Employee Directory

Financial ServicesWashington, United States11-50 Employees

Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. 

Our team of fiduciary professionals assists in the development of realistic goals, and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CMW today for more information and to begin preparing for your financial future.

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For state licensing information please visit www.cwmnw.com 

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Find Comprehensive Wealth Management, LLC employees' phone numbers or email addresses

Comprehensive Wealth Management, LLC Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Africa
1

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  • South Africa
    1

Comprehensive Wealth Management, LLC's Leadership

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    R. F.
    President & Chief Executive Officer
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    G. P.
    President
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    B. H.
    President, Financial Advisor
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    K. S. C.
    Founder
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    G. A.
    Founder
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    A. K.
    Partner
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    B. L.
    Vp, Lead Advisor
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    C. Y.
    Director Of Financial Planning
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Contact profiles from Comprehensive Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
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    A. D.
    Trade Manager
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    UNITED STATES
    Mar 08, 2023
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    D. S.
    Tax Preparer
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    United StatesNew York
    Oct 22, 2025
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    S. A.
    Territory Salesman
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. H.
    Financal Coach In Training
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    United States
    Nov 10, 2025
  • Stylized image of a person
    J. W.
    Phone icon
    UNITED STATES
    Apr 22, 2024

Frequently Asked Questions

What is Comprehensive Wealth Management, LLC known for?

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Comprehensive Wealth Management, LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 3500 188th Street Southwest, Suite 102; you can contact the main corporate office by phone at . Explore Comprehensive Wealth Management, LLC's company overview page for more information.

What is Comprehensive Wealth Management, LLC's most common email format?

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Comprehensive Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Comprehensive Wealth Management, LLC email formats with LeadIQ.

How many employees does Comprehensive Wealth Management, LLC have currently?

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Comprehensive Wealth Management, LLC has approximately 15 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Comprehensive Wealth Management, LLC's key employees and leadership?

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As of December 2025, Comprehensive Wealth Management, LLC's key employees include:

  • President & Chief Executive Officer: R. F.
  • President: G. P.
  • President, Financial Advisor: B. H.
  • Founder: K. S. C.
  • Founder: G. A.

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