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COMPREHENSIVE WEALTH MANAGEMENT, LLC

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Company Details

Legal Name: COMPREHENSIVE WEALTH MANAGEMENT, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: June 22nd 2001
Expiration date: 30 Jun 2026
UBI Number: 602 130 047
ZIP code: 98037
City: Lynnwood
County: SNOHOMISH
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 3500 188TH ST SW STE 102, LYNNWOOD, WA, 98037-4757, UNITED STATES

Contact Details

E-Mail: RSCCORPORATION@RYANLAW.COM

Nature of Business

INVESTMENT ADVISOR

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Registered Agent Information

Name Role
RSC CORPORATION Registered Agent

Key Officers & Management

Name Role Address
MORGAN ARFORD Governing Person 3500 188TH ST SW, SUITE 102, LYNNWOOD, WA, 98037, UNITED STATES
SHILO M. LOCKETT Governing Person 3500 188TH ST SW, SUITE 102, LYNNWOOD, WA, 98037, UNITED STATES
BRIAN LOCKETT Governing Person 3500 188TH ST SW, SUITE 102, LYNNWOOD, WA, 98037, UNITED STATES

Central Index Key

CIK number:
0001535202
Phone:
425-778-6160
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-23493
Filing date:
2025-05-13
File:
View File
Form type:
13F-HR
File number:
028-23493
Filing date:
2025-02-11
File:
View File
Form type:
13F-HR
File number:
028-23493
Filing date:
2024-11-06
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
912135495
Plan Year:
2023
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
4257786160
File:
View File
Plan Administrator / Signatory:
BRIAN LOCKETT(Plan administrator) BRIAN LOCKETT(Employer/plan sponsor)
Plan Year:
2022
Number Of Participants:
12
Plan Name:
401(K)
Sponsor's telephone number:
4257786160
File:
View File
Plan Administrator / Signatory:
BRIAN LOCKETT(Plan administrator) BRIAN LOCKETT(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
4257786160
File:
View File
Plan Administrator / Signatory:
BRIAN LOCKETT(Plan administrator) BRIAN LOCKETT(Employer/plan sponsor)
Plan Year:
2020
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
4257786160
File:
View File
Plan Administrator / Signatory:
BRIAN J LOCKETT(Plan administrator) BRIAN J LOCKETT(Employer/plan sponsor)
Plan Year:
2019
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
4257786160
File:
View File
Plan Administrator / Signatory:
BRIAN LOCKETT(Plan administrator) BRIAN LOCKETT(Employer/plan sponsor)

Trademarks

Serial Number:
87067408
Mark:
LIVE. INTENTIONAL.
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowl...
Mark Type:
Service Mark
Application Filing Date:
2016-06-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
LIVE. INTENTIONAL.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services
First Use:
2016-12-07
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86121784
Mark:
OUR KNOWLEDGE. YOUR SUCCESS.
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2013-11-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
OUR KNOWLEDGE. YOUR SUCCESS.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namel...
First Use:
2009-06-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85743560
Mark:
PERFORMANCE TARGETING SYSTEM
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2012-10-02
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PERFORMANCE TARGETING SYSTEM
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namel...
First Use:
2012-09-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
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