COMPREHENSIVE WEALTH SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$374,292,250
Discretionary
$374,292,250
Non-discretionary
$0
Firm details
- CRD number
- 131324
- SEC file number
- 801-63074
- Main office
- BOCA RATON, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.CWSGLOBAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.