SEC Form ADV

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Firm profile: Comprehensive Wealth Solutions — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$374.3M

Assets Under Management

296

Total Clients

Employees

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Registration Details

Accession: CRD-131324
Location: BOCA RATON, FL
Filing Date: March 4, 2026
AUM: $374.3M
Total Clients: 296
Institutional Clients: 1
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

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.

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