C
Comprehensive Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,500,000
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$375,000
About
Comprehensive Wealth Management is an independent, single-advisor firm that serves individual clients, managing roughly $1.5 million for a very small client base of four households. The firm provides ongoing portfolio management and related financial planning services and charges advisory fees based on a percentage of assets, as disclosed in its Form ADV brochure.
The brochure indicates the firm generally operates on a primarily non-discretionary basis, so clients retain final decision authority and the advisor executes transactions with client consent (see Item 16). Its advisory process emphasizes tailored portfolio recommendations and periodic account reviews rather than automated discretionary model management.
The firm also discloses an affiliation as an insurance broker/agent (Item 10), meaning it offers insurance products in addition to investment advisory services — a feature that is less common among independent advisories. Coupled with its small scale and predominantly non-discretionary relationships, this creates a practice that integrates insurance offerings into a hands-on, client-directed advisory model.
Client services
Portfolio management
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
Account minimum: $500,000
Most active in
Comprehensive Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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