Comprehensive Wealth Management LLC

Comprehensive Wealth Management LLC is a legally registered WA Limited Liability Company that provides financial advisory services. The firm has a modest employee base of 11, with a team of 3 employees serving in advisory roles. Despite its small size, the firm has demonstrated its commitment to regulatory compliance with the SEC and has been approved since its registration on April 18, 2008. Comprehensive Wealth Management LLC currently serves one client.

• B&S LOCKETT, INC.

  MEMBER owns more than 50% but less than 75%

• BRIAN JOSEPH LOCKETT

  VICE PRESIDENT owns less than 5%

• CHRISTINA A YBARRA

  CHIEF COMPLIANCE OFFICER owns less than 5%

• FUPA, INC.

  MEMBER owns more than 50% but less than 75%

• MORGAN LEWIS ARFORD

  CHIEF INVESTMENT OFFICER owns less than 5%

• SHILO MICHELLE LOCKETT

  PRESIDENT owns less than 5%

• BRIAN JOSEPH LOCKETT

  PRESIDENT owns more than 50% but less than 75%

• MORGAN LEWIS ARFORD

  PRESIDENT owns 75% or more

• SHILO MICHELLE LOCKETT

  VICE PRESIDENT owns more than 50% but less than 75%

• Chaney Capital Management Inc