Comprehensive Wealth Management

Comprehensive Wealth Management, LLC (CWM) is a registered investment advisor established in 2001. CWM offers comprehensive wealth management services, including discretionary asset management, investment strategies, and financial planning. The firm's ownership structure includes FUPA, Inc., owned by Morgan Arford, and B & S Lockett, Inc., owned by Brian and Shilo Lockett. CWM provides tailored investment services based on clients' financial goals, risk tolerance, and time horizon. The firm offers a variety of investment strategies, such as the CWM Performance Targeting System (PTS®), Wealth Accumulator Models, Tactical Allocation Models, and Global Allocation Models. CWM manages approximately $295.8 million of client assets on a discretionary basis and $12.6 million on a non-discretionary basis. Clients authorize CWM to manage their assets on a discretionary basis, allowing the firm to make investment decisions without prior approval for each transaction. CWM primarily recommends Charles Schwab & Co., Inc. as the custodian for client accounts, providing access to a range of investment products and services. The firm does not share clients' non-public personal information for marketing purposes and maintains strict privacy and security measures to protect client data. For more information or to address any questions or concerns, clients can contact CWM directly through various channels provided in the Privacy Policy.