Comprehensive Wealth Solutions, LLC
● SEC registered since 2004CRD 131324SEC# 801-63074Boca Raton, FL
Reg. AUM
$374.3M
Employees
3
Accounts
296
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 $374.3 million in regulatory assets under management and employs 3 people.
Comprehensive Wealth Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jeffrey Dennis Control | Member / Chief Compliance Officer | 25-50% | 2026 |
| Gary Lee Dennis Control | Managing Member | Over 75% | 2004 |
Frequently asked questions
How much does Comprehensive Wealth Solutions, LLC manage?
Comprehensive Wealth Solutions, LLC reports $374.3 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
| Address | 433 Plaza Real, Suite 275, Boca Raton, FL 33432-9999 |
| Phone | 877-294-4979 |
| Fax | 775-310-6420 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$374.3M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$374.3Mregulatory AUM
Discretionary $374.3M