COMPREHENSIVE WEALTH MANAGEMENT
Company Profile
| AUM* | 339,897,742 13% |
| of that, discretionary | 322,678,228 12% |
| Number of Employees | 12 -14% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 199,471 13% |
| High Net Worth | 27.48% 64% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
| 11.D(5) | Other regulator denied/suspended/revoked license |
| 11.E(2) | SRO found rule violation |
| 11.E(4) | SRO disciplined (expelled/suspended/barred) |
Recent News
Reported AUM
324M
277M
231M
185M
139M
92M
46M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name RW GROUP LLC | Filing Date12/29/2025 | Form ADV-E View Report |
| Accounting Firm Name RW GROUP | Filing Date12/16/2024 | Form ADV-E View Report |
| Accounting Firm Name RW GROUP | Filing Date04/29/2024 | Form ADV-E View Report |