Comprehensive Wealth Management Revenue

Financial Services • Lynnwood, Washington, United States • 11-20 Employees

Comprehensive Wealth Management revenue & valuation

Annual revenue	$219,109
Revenue per employee	$15,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$701,148
Total funding	No funding

Key Contact at Comprehensive Wealth Management

Shilo Lockett

President

Company overview

Headquarters	3500 188th Street SW, Suite 102, Lynnwood, WA 98037, US
Phone number	+18002682440
Website	cwmnw.com
NAICS	52
SIC	874
Keywords	Wealth Management, Retirement Planning, Financial Planning
Founded	2001
Employees	11-20
Socials

Comprehensive Wealth Management Email Formats

Comprehensive Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cwmnw.com), used 93.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cwmnw.com	93.3%
{first name}{last name}	johndoe@cwmnw.com	6.7%

About Comprehensive Wealth Management

Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. Our team of fiduciary professionals assists in the development of realistic goals, and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CMW today for more information and to begin preparing for your financial future. - - - - - For state licensing information please visit www.cwmnw.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Comprehensive Wealth Management has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Comprehensive Wealth Management has never raised funding before.

Comprehensive Wealth Management Tech Stack

Discover the technologies and tools that power Comprehensive Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Linkedin Ads

Advertising

Nginx

Reverse proxies

FancyBox

JavaScript libraries

Facebook Pixel

Analytics

Linkedin Insight Tag

Analytics

core-js

JavaScript libraries

PWA

Miscellaneous

Bootstrap

UI frameworks

Google Analytics

Analytics

Webpack

Miscellaneous

Frequently asked questions

Comprehensive Wealth Management is located in Lynnwood, Washington, US.

You can reach Comprehensive Wealth Management at +18002682440.

Comprehensive Wealth Management generates an estimated annual revenue of $219,109. This revenue figure reflects the company's market position and business performance in its industry.

Comprehensive Wealth Management has an estimated valuation of $701,148. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Comprehensive Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Comprehensive Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Comprehensive Wealth Management

Shilo Lockett

President

4.8

40,000 users