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President · Comprehensive Wealth Management

Shilo M. Lockett

CRD 4704567 · Named on Form ADV at one SEC-registered adviser

At a glance

Comprehensive Wealth Management, an SEC-registered wealth manager based in Lynnwood, WA with $338 million in regulatory assets, lists Shilo M. Lockett on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Shilo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shilo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.