COMPREHENSIVE WEALTH SOLUTIONS, LLC

Overview

Comprehensive Wealth Solutions, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for high‑net‑worth individuals, families and a limited set of institutional relationships. The firm’s core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers when clients need specialized manager exposure. Fee arrangements include a traditional percentage‑of‑AUM schedule along with hourly and fixed‑fee engagements for planning or consultative work. Investment posture is equity‑biased with a clear preference toward exchange‑traded securities for portfolio sleeves. The firm acts as a conduit to external managers when appropriate, but its filings emphasize in‑house allocation to liquid, listed securities and pooled vehicles rather than a broad slate of direct private alternative fund commitments. Comprehensive Wealth Solutions does not identify itself as an active ESG investor on its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices