Adviser Profile
| As of Date | 05/07/2025 |
| Registration status | Registration Changed to COMPLETE WEALTH MANAGEMENT, LLC |
| Contact Info | 940 xxxxxxx |
| Websites |
| AUM* | 125,070,307 23% |
| of that, discretionary | 115,104,705 13% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 232,473 15% |
| % High Net Worth | 10.50% 42% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds