# Comprehensive Wealth Solutions, LLC

> Comprehensive Wealth Solutions, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 131324
- Filed as: COMPREHENSIVE WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131324
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324

## Quick answers

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

**Where is Comprehensive Wealth Solutions, LLC located?**
Comprehensive Wealth Solutions, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Comprehensive Wealth Solutions, LLC registered with the SEC or a state?**
Comprehensive Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131324.

**How much does Comprehensive Wealth Solutions, LLC manage?**
Comprehensive Wealth Solutions, LLC reports $374,292,250 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Comprehensive Wealth Solutions, LLC's assets and staff changed since 2021?**
In the Form ADV data for Comprehensive Wealth Solutions, LLC: Regulatory assets under management: $252,492,430 in the October 2021 data and $374,292,250 in the October 2026 data, up 48%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Comprehensive Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (27); charitable organizations (1).

**Which custodians does Comprehensive Wealth Solutions, LLC use?**
Comprehensive Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Comprehensive Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131324

**Does Comprehensive Wealth Solutions, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "We do not impose a minimum portfolio size or minimum annual fee."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> We do not impose a minimum portfolio size or minimum annual fee.

- Minimum annual fee: None

> We do not impose a minimum portfolio size or minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $374,292,250
- Discretionary: $374,292,250
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $37,429,225 |
| High net worth individuals | 33 | $336,781,433 |
| Charitable organizations | 1 | $81,592 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NH, NJ, NY, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $252,492,430 | 4 | January 26, 2021 |
| October 2022 | $293,562,789 | 4 | January 19, 2022 |
| October 2023 | $269,087,816 | 4 | January 31, 2023 |
| October 2024 | $287,708,008 | 4 | February 16, 2024 |
| October 2025 | $341,227,855 | 3 | February 13, 2025 |
| October 2026 | $374,292,250 | 3 | March 4, 2026 |

Regulatory assets under management: $252,492,430 in the October 2021 data and $374,292,250 in the October 2026 data, up 48%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Wealth Solutions, LLC (CRD 131324): Form ADV filing data as of October 2026.