COMPREHENSIVE WEALTH SOLUTIONS, LLC

BOCA RATON, Florida·1 registered advisor·CRD# 131324
SEC# 801-630741877-294-4979
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPREHENSIVE WEALTH SOLUTIONS, LLC

1 registered advisor
Gary Lee Dennis
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
1 advisor

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Data sourced from SEC Form ADV filings. COMPREHENSIVE WEALTH SOLUTIONS, LLC (CRD# 131324) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.