Comprehensive Wealth Management, LLC

Business address
3500 188 Th St Sw, Suite 102, Lynnwood, WA, 98037
Top securities (13F)
LGOV, KORP, XLK, ADIV, SPTI, AIRR, EDIV, VT, XLF, IAGG, HSCZ, LKOR, MSFT, RSPN, QQQM, RING, GDX, HTUS, ANGL, and UTES
State of incorporation
WA
Fiscal year end
31 December
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Comprehensive Wealth Management, LLC has filed 22 SEC EDGAR filings since 10 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-23493
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23493
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23493
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-23493
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-23493
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-23493
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23493
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23493
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2023 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 30 Sep 2023 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 30 Jun 2023 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 31 Mar 2023 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2022 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 30 Sep 2022 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 30 Jun 2022 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 31 Mar 2022 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2021 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 30 Sep 2021 028-23493
13F-HR Open Document Open Filing 12 Jan 2024 30 Jun 2021 028-23493
13F-HR Open Document Open Filing 10 Jan 2024 31 Mar 2021 028-23493
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2020 028-23493