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| Keyboard |
| Comprehensive Wealth Solutions LLC
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|---|---|
| CRD # | 131324 |
| SEC # | 801-63074 |
| CIK # | |
| AUM | 374.3 M (2026-03-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 877-294-4979 |
| Address | 433 Plaza Real Boca Raton, FL 33432-9999 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 37.4 |
| (b) Individuals (high net worth individuals) | 33 | 336.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 374.3 |
| By Discretionary | ||
| Discretionary | 296 | 374.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 374.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.3 | |
| Total | 296 | 374.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cultivar Capital Inc
✚
|
TX | 375.1 M |
|
Bear Mountain Capital Inc
✚
|
WA | 375.0 M |
|
St Johns Investment Management Company LLC
✚
|
FL | 374.8 M |
|
Cibest Capital Advisory Services LLC
✚
|
FL | 374.8 M |
|
Strategent Financial LLC
✚
|
VA | 374.7 M |
|
The Pitti Group Wealth Management LLC
✚
|
NY | 374.3 M |
|
Aurora Private Wealth Inc
✚
|
NJ | 374.0 M |
|
Demars Financial Group LLC
✚
|
WA | 374.0 M |
|
BA Roberts Financial Services Inc
✚
|
MI | 373.9 M |
|
Torren Management LLC
✚
|
CA | 373.5 M |