Holistic Planning

Comprehensive Wealth Management, LLC Finance

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

Downloads: 25+; on Google Play
Price: Free; No in-app purchases
Updated: Jul 18; 2026 · v5.23.0

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About Holistic Planning

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

What’s new

Version 5.23.0 · Updated July 18, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App details

Holistic Planning is a free Finance app for Android with 10+ installs on Google Play. It was released on April 18, 2023 and last updated on July 18, 2026. It's developed by Comprehensive Wealth Management, LLC. It requires Android 7.0 or later.

Category: Finance
Installs: 25
In-app purchases: No
Ads: No ads
Version: 5.23.0
Requires Android: 7.0
Content rating: Everyone
Released: April 18, 2023
Last updated: July 18, 2026
Developer: Comprehensive Wealth Management, LLC

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Looking for apps like Holistic Planning? Here are 6 similar Android apps on Google Play. The highest rated is Pocket Prep Fitness 2026 (4.7/5), and all 6 are free to download.

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Holistic Planning

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About Holistic Planning

What’s new

Alternatives to Holistic Planning

Similar apps on Google Play