Holistic Planning

Developer: Comprehensive Wealth Management,

Category: Finance

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9.00 installs

Ratings not yet available

1.00 monthly active users

Revenue not available

Holistic Planning Summary

Holistic Planning is a mobile Android app in Finance by Comprehensive Wealth Management, LLC. Released in Apr 2023 (2 years ago). It has about 9.00+ installs Based on AppGoblin estimates, it reaches roughly 1.00 monthly active users . Store metadata: updated Feb 5, 2026.

Store info: Last updated on Google Play on Feb 5, 2026 .

SDKs, Trackers & Permissions

App not yet scanned for SDKs.

App Details

Store ID: com.advisorlynx.mobileadvisor.comprehensivewealth

First Released: 2023-04-18

Store Last Updated: 2026-02-05

In-App Purchases: No

Ads: No

Website: cwmnw.com

App Store

Crawl Status: Success

AppGoblin First Crawled: 2025-05-02

AppGoblin Last Crawled: 2026-03-09

Ads & App-Ads.txt

App does not have ads.

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App not yet analyzed for SDKs.

The download and scan process is automated but can require manual troubleshooting. Feel free to reach out if your request does not complete in 24hrs or if you have any questions.

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Screenshots

App Description

Access tools to manage your wealth and collaborate with your CWM advisor.

CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.