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Comprehensive Wealth Solutions, LLC

● SEC registered since 2004CRD 131324SEC# 801-63074Boca Raton, FL
Export (members)
Reg. AUM
$341.2M
Employees
3
Accounts
292
Location
Boca Raton, FL

Comprehensive Wealth Solutions, LLC assets under management

Comprehensive Wealth Solutions, LLC is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2004. It reports $341.2 million in regulatory assets under management and employs 3 people.
www.cwsglobal.comView on SEC.gov ↗

Comprehensive Wealth Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Jeffrey DennisChief Compliance OfficerUnder 5%2025
Gary Lee Dennis ControlManaging MemberOver 75%2004

Frequently asked questions

How much does Comprehensive Wealth Solutions, LLC manage?

Comprehensive Wealth Solutions, LLC reports $341.2 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Wealth Solutions, LLC have?

Comprehensive Wealth Solutions, LLC reports 3 employees.

Where is Comprehensive Wealth Solutions, LLC located?

Comprehensive Wealth Solutions, LLC is based in Boca Raton, FL and has been SEC-registered since 2004.

Does Comprehensive Wealth Solutions, LLC disclose fund performance?

Comprehensive Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address433 Plaza Real, Suite 275, Boca Raton, FL 33432-9999
Phone877-294-4979
Fax775-310-6420
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$341.2M
Non-discretionary$0
Total (RAUM)$341.2M