Comprehensive Wealth Solutions, LLC
Comprehensive Wealth Solutions, LLC is an SEC-registered wealth manager in Boca Raton, FL with $374.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Comprehensive Wealth Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131324, SEC 801-63074, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $374.3M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 3
- Clients
- 61
- CRD
- 131324
- Ownership
- DENNIS, GARY, LEE; DENNIS, ANDREW, JEFFREY
How much AUM does Comprehensive Wealth Solutions, LLC have?
Comprehensive Wealth Solutions, LLC reported $374.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Comprehensive Wealth Solutions, LLC?
Disclosed owners and executives of Comprehensive Wealth Solutions, LLC include DENNIS, GARY, LEE, DENNIS, ANDREW, JEFFREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.