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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2008
- Office Locations
- 1
Office Locations
About Comprehensive Wealth Management
Comprehensive Wealth Management (CWM) is a Georgia-based RIA delivering holistic financial planning and personal wealth management, built around a four-step goal-setting and risk-management process aimed at long-term results. The firm supports individuals, families, and business owners with investment planning, qualified business planning, estate planning, and family stewardship through all stages of life. Custody includes Charles Schwab; portfolio platform: Orion.
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Owner & Executives
DAVID WARREN INGRAM
CERTIFIED FINANCIAL PLANNER , Financial Advisor, Owner
- CRD
- #2076518
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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