# Comprehensive Wealth Management

> Comprehensive Wealth Management is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2024.

- CRD: 144891
- Filed as: COMPREHENSIVE WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: January 8, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144891
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-wealth-management-144891

## Quick answers

**How is Comprehensive Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Comprehensive Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Comprehensive Wealth Management registered with the SEC or a state?**
Comprehensive Wealth Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 144891.

**How much does Comprehensive Wealth Management manage?**
Comprehensive Wealth Management reports $1,500,000 in regulatory assets under management in its Form ADV filing dated January 8, 2024 (0% discretionary).

**Does Comprehensive Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144891

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,500,000
- Discretionary: $0
- Non-discretionary: $1,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,500,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Wealth Management (CRD 144891): Form ADV filing data as of October 2026.