Overview
Assets Under Management: $341 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 33
Average Client Assets: $10 million
Frequently Asked Questions
COMPREHENSIVE WEALTH SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131324), COMPREHENSIVE WEALTH SOLUTIONS, LLC is subject to fiduciary duty under federal law.
COMPREHENSIVE WEALTH SOLUTIONS, LLC is headquartered in BOCA RATON, FL.
COMPREHENSIVE WEALTH SOLUTIONS, LLC serves 33 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, COMPREHENSIVE WEALTH SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COMPREHENSIVE WEALTH SOLUTIONS, LLC manages $341 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, COMPREHENSIVE WEALTH SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.98
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 131324
Last Filing Date: 2025-02-13 00:00:00
Website: https://cwsglobal.com