CRD: 116958
Comprehensive Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2008
- Office Locations
- 2
Office Locations
About Comprehensive Wealth Management
Comprehensive Wealth Management (Lynnwood, WA) provides wealth management for retail and institutional clients, combining financial and estate planning plus insurance support with portfolio management. Its approach emphasizes asset allocation, risk management and active management, primarily implemented with ETFs, mutual funds and fixed income, and may include real estate or private placements. Custody includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MORGAN LEWIS ARFORD
Chief Investment Officer, Partner
- CRD
- #4945329
- Ownership
- Less than 5%
BRIAN JOSEPH LOCKETT
Advisor, VICE PRESIDENT
- CRD
- #4573162
- Ownership
- Less than 5%
Insight momentum
Delta peak
- CRD
- #46099
- Ownership
- 14.6%
Showing 2 of 4 owners & executives
Unlock allContacts
CHASE ALEXANDER FERDERER
Financial Advisor, General Partner
- CRD
- #6088341
KRIS ALAN MUHLESTEIN
Chief Executive Officer
- CRD
- #5665804
Pioneer insight
Vital prime
- CRD
- #49532
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,678,228 | $1,802,672 |
| Non-Discretionary | $15,719,514 | $10,335 |
| Total | $338,397,742 | $199,057 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $338,397,742
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $829,099,846 | 16.5% |
| Public Funds | $1,135,615,547 | 22.6% |
| Other | $1,507,454,266 | 30.0% |
| Cash | $1,552,677,893 | 30.9% |
| Total | $5,024,847,552 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY VECTOR | INSIGHT FUSION | 64FMYF1B6 | EMAZ | 3.43% | $51,755,786 |
| CREST VECTOR PRIME | QUANTUM VERTEX | BWW06GJFI | HHX | 12.10% | $68,976,750 |
| LEGACY FRONTIER | HORIZON MOMENTUM | HDGNZ4RSM | CXKLV | 5.71% | $52,528,343 |
| BEACON CATALYST | QUANTUM FUSION | M1KLEWV2W | WNC | 9.11% | $9,971,029 |
| DELTA ZENITH WAVE | PIONEER MATRIX | 91N48WELN | MRFJ | 7.11% | $28,444,124 |
| LEGACY UNISON | FOUNDATION OAK | 6D5OZS26A | IJZZN | 5.29% | $52,040,440 |
| BRIDGE VERTEX | QUANTUM ELEMENT | IXYM0MQD0 | TFO | 12.21% | $5,931,261 |
| EMBER VITAL BEACON | UNISON SUMMIT | DB72HTKFU | HBXO | 0.83% | $94,248,326 |