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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeQuantum harbor
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Complete Wealth Management, LLC
Complete Wealth Management, LLC is a Valley View, TX wealth manager providing financial planning and portfolio management, including retirement planning, asset allocation, college saving strategies, business succession planning, charitable giving, and insurance planning. The firm serves individuals such as retirees and business owners/entrepreneurs and builds portfolios with a strong ETF and fixed income mix. Custody includes Charles Schwab and Betterment Securities.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Stacie Lynn David
Bookkeeper, Managing Member
- CRD
- --
- Ownership
- 75% or more
JEREMY KYLE DAVID
Advisor, Chief Compliance Officer
- CRD
- #4314102
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jacob Michael Gates
--
- CRD
- #8289402
MATTHEW CHARLES SALLER
Owner
- CRD
- #5370590
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,345,913 | $243,027 |
| Non-Discretionary | $5,189,253 | $129,731 |
| Total | $132,535,166 | $234,991 |
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Separately Managed Accounts
Total SMA Asset: $132,535,166
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $673,661,499 | 17.7% |
| Corporate - Investment Grade | $666,049,504 | 17.5% |
| U.S. Government/Agency | $856,349,363 | 22.5% |
| Corporate - Non-Investment Grade | $414,853,691 | 10.9% |
| Cash | $296,867,779 | 7.8% |
| Other | $334,927,751 | 8.8% |
| Public Funds | $563,287,581 | 14.8% |
| Total | $3,805,997,168 | 100.0% |