|
⚲
|
| Comprehensive Wealth Solutions LLC
✚
| |
|---|---|
| CRD # | 131324 |
| SEC # | 801-63074 |
| CIK # | |
| AUM | $287.7 MM (2024-02-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 877-294-4979 |
| Address | 433 Plaza Real Boca Raton, FL 33432-9999 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 14.4 |
| (b) Individuals (high net worth individuals) | 33 | 273.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 287.7 |
| By Discretionary | ||
| Discretionary | 253 | 287.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 287.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.7 | |
| Total | 253 | 287.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Presidio Capital Management LLC
✚
|
CA | 0.3 |
|
Ashworth Wealth LLC
✚
|
UT | 0.3 |
|
Core Wealth Management Inc
✚
|
FL | 0.3 |
|
Centerpoint Wealth Management LLC
✚
|
IN | 0.3 |
|
Coign Capital Advisors LLC
✚
|
UT | 0.3 |
|
BDFS Capital LLC
✚
|
DE | 0.3 |
|
Optimum Investment Advisors LLC
✚
|
IL | 0.3 |
|
Mighty Oak Strong America Investment Company
✚
|
PA | 0.3 |
|
Archway Wealth Management LLC
✚
|
MO | 0.3 |
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |