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COMPLETE WEALTH MANAGEMENT, LLC

· CRD 288794 · IAPD ↗ · 940-382-9300

$132.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — COMPLETE WEALTH MANAGEMENT, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
June 2025 — COMPLETE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $125.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.