SEC Form ADV

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Registered Investment AdviserFL
$374.3M
Assets Under Management
296
Total Clients
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Registration Details

Accession
CRD-131324
Location
BOCA RATON, FL
Filing Date
March 4, 2026
AUM
$374.3M
Total Clients
296
Amendment
No

About this Adviser

COMPREHENSIVE WEALTH SOLUTIONS, LLC is a registered investment adviser headquartered in BOCA RATON, FL, managing approximately $374.3M in assets across 296 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.