Comprehensive Wealth Management

CRD 116958 · Lynnwood, WA · $338.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 116958
SEC number: 801-69045
Firm type: RIA
Assets under management: $338.4M as of Mar 31, 2026
Website: instagram.com/CWM_TEAM ↗
Phone: 425-778-6160
Address: 3500 188th St Sw, Lynnwood, WA, 98037-4757

Advisors at this firm

6 in our index · page 1 of 1

Morgan Lewis ArfordCRD 4945329 · Lynnwood, WA

IA RegisteredRegistration inactive
Chase Alexander FerdererCRD 6088341 · Lynnwood, WA

IA RegisteredRegistration inactive
Brian Joseph LockettCRD 4573162 · Lynnwood, WA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Kris Alan MuhlesteinCRD 5665804 · Lynnwood, WA

IA Registered
Jordan Allen TuchekCRD 6314433 · Lynnwood, WA

IA RegisteredRegistration inactive
Sophie ThileniusCRD 6798895 · Lynnwood, WA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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