# Comprehensive Wealth Services, LLC

> Comprehensive Wealth Services, LLC is a state-registered investment advisory firm in Parsippany, NJ, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 13, 2026.

- CRD: 147372
- Filed as: COMPREHENSIVE WEALTH SERVICES, LLC
- Legal name: Generaltional Wealth Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Parsippany, NJ
- Filing period: October 2026
- Form ADV filing dated: September 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147372
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-wealth-services-llc-parsippany-nj-147372

## Quick answers

**How is Comprehensive Wealth Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Comprehensive Wealth Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Comprehensive Wealth Services, LLC located?**
Comprehensive Wealth Services, LLC's principal office is in Parsippany, NJ, according to its Form ADV.

**Is Comprehensive Wealth Services, LLC registered with the SEC or a state?**
Comprehensive Wealth Services, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147372.

**How much does Comprehensive Wealth Services, LLC manage?**
Comprehensive Wealth Services, LLC reports $91,671,791 in regulatory assets under management in its Form ADV filing dated September 13, 2026 (100% discretionary).

**What types of clients does Comprehensive Wealth Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34).

**Does Comprehensive Wealth Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147372

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $91,671,791
- Discretionary: $91,671,791
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 34 | $91,671,791 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourcws.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Wealth Services, LLC (CRD 147372): Form ADV filing data as of October 2026.