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COMPREHENSIVE WEALTH SOLUTIONS, LLC
CRD 131324 · SEC 801-63074
433 PLAZA REAL, SUITE 275, BOCA RATON, FL, 33432-9999, United States
Phone
877-294-4979
Fax
775-310-6420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$374.3M
Discretionary AUM
$374.3M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $37.4M |
| High net worth individuals | 33 | $336.8M |
| Charitable organizations | 1 | $82K |
States served
CA, NJ, NY, WY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD