Comprehensive Wealth Management, LLC
Washington
Registered In
06/22/2001
Incorp. Date
Company Summary
Comprehensive Wealth Management, LLC at 3500 188th ST SW STE 102, Lynnwood, Wa 98037 lists Brian Lockett and Morgan Arford of Lynnwood, WA as associates.
Overview
Registered In
Washington
Incorporation Date
Company Type
Wa Limited Liability Company
Status
Active
Registration Type
Domestic
Email
**************@ryanlaw.com
Search Other Resources
People
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Rsc Corporation
Registered Agent
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401 UNION ST STE 1500, SEATTLE, WA 98101
(View Past Addresses)
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Brian Lockett
Governor
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3500 188TH ST SW STE 102, LYNNWOOD, WA 98037
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Morgan Arford
Governor
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3500 188TH ST SW STE 102, LYNNWOOD, WA 98037
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Shilo M. Lockett
Governor
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3500 188TH ST SW STE 102, LYNNWOOD, WA 98037
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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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3500 188TH ST SW STE 102, LYNNWOOD, WA 98037
View Map
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Financials
Financial Information for Comprehensive Wealth Management, LLC
Form 5500
COMPREHENSIVE WEALTH MANAGEMENT, LLC
3500 188th Street SW Suite 102, Lynnwood, Wa 98037 (425) 778-6160 EIN:91-2135495 Plan Admin:Brian Lockett| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,919,414 / $2,260,388 | 2023 | CWM 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $1,919,414 / $2,260,388 |
| 2022 | Plan NameCWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$2,077,737 / $1,919,414 | 2022 | CWM 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 11 | $2,077,737 / $1,919,414 |
| 2021 | Plan NameCWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$2,709,356 / $2,077,737 | 2021 | CWM 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 11 | $2,709,356 / $2,077,737 |
| 2020 | Plan NameCWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,040,497 / $2,709,356 | 2020 | CWM 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $2,040,497 / $2,709,356 |
| 2019 | Plan NameCWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,564,610 / $2,040,497 | 2019 | CWM 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,564,610 / $2,040,497 |
Benefit & Retirement Plans based on Form 5500.
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|
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Sources
The following government agencies have contributed data:
• Washington Secretary of State • U.S. Department of Labor
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