Comprehensive Wealth Services, LLC

Overview

Comprehensive Wealth Services, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients, acting as a capital allocator that both manages portfolios and selects outside managers on clients’ behalf. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. Compensation is flexible: the firm charges a percentage of assets under management and may also bill hourly or via fixed fees. The firm does not identify as an active ESG investor and lists an affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices