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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Comprehensive Wealth Solutions LLC
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|---|---|
| CRD # | 131324 |
| SEC # | 801-63074 |
| CIK # | |
| AUM | $341.2 M (2025-02-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 877-294-4979 |
| Address | 433 Plaza Real Boca Raton, FL 33432-9999 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 17.1 |
| (b) Individuals (high net worth individuals) | 33 | 324.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 341.2 |
| By Discretionary | ||
| Discretionary | 292 | 341.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 292 | 341.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.2 | |
| Total | 292 | 341.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charles Fish Investments Inc
✚
|
CA | 0.3 |
|
IF Advisors LLC
✚
|
0.3 | |
|
Capital Management LLC
✚
|
NC | 0.3 |
|
Altamont Capital Management LLC
✚
|
NC | 0.3 |
|
Navigoe LLC
✚
|
CA | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Farringdon Asset Management PTE Ltd
✚
|
0.3 | |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 0.3 |
|
Mighty Oak Strong America Investment Company
✚
|
PA | 0.3 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.3 |