COMPREHENSIVE WEALTH SOLUTIONS, LLC
SEC RegisteredProactive Planning for a solid future
About the firm
Comprehensive Wealth Solutions, LLC ('CWS Global') is a fee only financial counseling and wealth management firm focusing both on the needs of corporate executives and other high net worth individuals through Managed Account Solutions and the needs of the everyday investor through their Allocation Advisory Services. They clarify issues, opportunities, goals and problems, then craft effective, insightful recommendations to assist clients in achieving what they most want out of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Allocation Advisory Services, Managed Account Solutions, and Comprehensive Wealth Counseling covering all areas of personal financial planning including tax management, insurance planning, and estate planning
Who they serve
Corporate executives, high net worth individuals, and everyday investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $37M |
| High Net Worth Individuals | 33 | $337M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPREHENSIVE WEALTH SOLUTIONS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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