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Comprehensive Wealth Management Logo
Comprehensive Wealth Management CB Rank
823823
Heat Score
28
Comprehensive Wealth Management provides investment guidance, personal wealth management, business, and estate planning services.
Founded
obfuscation
Private Lynnwood, Washington, United States11-50 www.cwmnw.com/
Consulting
Financial Services
Wealth Management
Overview

Comprehensive Wealth Management
Heat Score
28

Growth Score
pts
in past quarter
Heat Score 28
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Comprehensive Wealth Management

CB Rank
823823
Comprehensive Wealth Management provides investment guidance, personal wealth management, business, and estate planning services.
Founded
obfuscation
Private Lynnwood, Washington, United States11-50 www.cwmnw.com/
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name Comprehensive Wealth Management, LLC
Also Known As CWM
Operating Status Active
Company Type For Profit
Phone Number +1 425-778-6160
Contact Email info@cwmnw.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Wealth Management
A service that develops and manages individualized financial plans to align with clients' lifestyle and financial goals.
Qualified Business Planning
A service that provides strategic financial planning tailored to business owners to support their business and personal financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 20

Employee Profiles

News

News and Press

News•Aug 14, 2025
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News•Aug 14, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

220
-78.76%
 in past month

IT Spend

$426.8KThis year, Comprehensive Wealth Management is projected to spend $426.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Remnant Inventory Logo
Remnant Inventory
87
Google Cloud Marketplace Logo
Google Cloud Marketplace
87
OLED Display Logo
OLED Display
84

Actively Used Products

14Comprehensive Wealth Management uses 14 technology products and services including HTML5, Lightbox, and  Google Tag Manager, according to G2 Stack.

Total IP

3Comprehensive Wealth Management has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Comprehensive Wealth Management's headquarters? Comprehensive Wealth Management is located in Lynnwood, Washington, United States.Who are Comprehensive Wealth Management's competitors? Alternatives and possible competitors to Comprehensive Wealth Management may include Creative Planning, Cresset, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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