Comprehensive Money Management Services LLC
Comprehensive Money Management Services LLC is an SEC-registered wealth manager with $200.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Comprehensive Money Management Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121061, SEC 801-133720, data through 2026-01-16.
- AUM (assets under management / regulatory AUM)
- $200.3M (2026-01-16)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 105
- CRD
- 121061
- Ownership
- NEUBAUER, WILLIAM, ROBERT; MACPHEE, DIANE, MARY
How much AUM does Comprehensive Money Management Services LLC have?
Comprehensive Money Management Services LLC reported $200.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-16).
Who owns Comprehensive Money Management Services LLC?
Disclosed owners and executives of Comprehensive Money Management Services LLC include NEUBAUER, WILLIAM, ROBERT, MACPHEE, DIANE, MARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.