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COMPREHENSIVE WEALTH SERVICES, LLC
GENERALTIONAL WEALTH SERVICES, LLC
CRD 147372
55 MADISON AVENUE, SUITE 400, MORRISTOWN, NJ, 07960, United States
Phone
973-924-2313
Fax
973-954-2134
Registration
— (—)
Source
State registered
Total AUM
$91.7M
Discretionary AUM
$91.7M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $91.7M |
All web addresses on file
Official SEC filing: View on IAPD