# Complete Wealth Management, LLC

> Complete Wealth Management, LLC is an SEC-registered investment advisory firm in Denton, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 288794
- Filed as: COMPLETE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denton, TX
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288794
- AdvisorCensus page: https://advisorcensus.com/firm/complete-wealth-management-llc-denton-tx-288794

## Quick answers

**How is Complete Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Complete Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Complete Wealth Management, LLC located?**
Complete Wealth Management, LLC's principal office is in Denton, TX, according to its Form ADV.

**Is Complete Wealth Management, LLC registered with the SEC or a state?**
Complete Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 288794.

**How much does Complete Wealth Management, LLC manage?**
Complete Wealth Management, LLC reports $132,535,166 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (96% discretionary).

**How have Complete Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Complete Wealth Management, LLC: Regulatory assets under management: $125,070,307 in the October 2025 data and $132,535,166 in the October 2026 data, up 6%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Complete Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220); high net worth individuals (33); charitable organizations (2).

**Which custodians does Complete Wealth Management, LLC use?**
Complete Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Complete Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288794

**Does Complete Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "Our minimum account opening balance is $250,000 which may be negotiable based upon certain circumstances."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Our minimum account opening balance is $250,000 which may be negotiable based upon certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $132,535,166
- Discretionary: $127,345,913
- Non-discretionary: $5,189,253

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $40,752,391 |
| High net worth individuals | 33 | $86,935,555 |
| Charitable organizations | 2 | $4,847,220 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- completewealthmgmt.com
- Facebook @jeremynstacie.david
- LinkedIn @JEREMY-DAVID-CFP-®-0975063

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $125,070,307 | 2 | April 3, 2025 |
| October 2026 | $132,535,166 | 2 | September 15, 2026 |

Regulatory assets under management: $125,070,307 in the October 2025 data and $132,535,166 in the October 2026 data, up 6%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Complete Wealth Management, LLC (CRD 288794): Form ADV filing data as of October 2026.