Complete Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 288794
- SEC number
- 801-132711
- Firm type
- RIA
- Assets under management
- $132.5M as of Mar 13, 2026
- Website
- www.linkedin.com/IN/JEREMY-DAVID-CFP-%C2%AE-0975063 ↗
- Phone
- 940-382-9300
- Address
- Not yet retrieved from the source record
Advisors at this firm
3 in our index · page 1 of 1
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Jeremy Kyle DavidCRD 4314102 · Valley View, TXIA RegisteredRegistration inactive
-
Jacob Michael GatesCRD 8289402 · Valley View, TXIA Registered
-
Matthew Charles SallerCRD 5370590 · Valley View, TXIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 288794 ↗
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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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