Comprehensive Wealth Management

Overview

Comprehensive Wealth Management operates as a sole proprietorship focused on insurance brokerage and portfolio management for individuals and small businesses. The firm’s fee model is a percentage of assets under management and it reports an owner structure of a single individual. It identifies as an unclassified adviser and does not list activity as a capital allocator, multi-state adviser, pension consultant, or active ESG investor. Regulatory and operational details are limited in the record; the firm reports portfolio management services and insurance brokerage as its primary business activities and indicates that client relationships are managed on a non-discretionary basis.

Assets & Accounts

Investments & Alternatives