Updated:Jun 3, 2026

Comprehensive Wealth Services

Comprehensive Wealth Services, LLC is an RIA with no publicly disclosed founding year, principals, or AUM. Profile based on limited public sources.

Comprehensive Wealth Services

Comprehensive Wealth Services, LLC is an SEC-registered investment adviser in Morristown, NJ. The firm manages approximately $92 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

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Country

—

City

—

Corporate office

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Who are the principals at Comprehensive Wealth Services?

No principals are publicly listed for Comprehensive Wealth Services. The firm operates as a limited liability company, but leadership names are not disclosed on its official website or in public records.

What services does Comprehensive Wealth Services offer?

Based on its registration as an RIA, the firm likely provides financial planning and investment management services. Specific offerings, such as estate planning or tax advisory, are not publicly detailed.

Where is Comprehensive Wealth Services headquartered?

The firm's headquarters location is not disclosed in public sources. No city or state has been confirmed.

Is Comprehensive Wealth Services a single-family office?

The firm is registered as an RIA (limited liability company) and not specifically as a family office. Its client structure—whether serving a single family or multiple clients—is not publicly known.

What is the firm's investment strategy?

The firm's investment strategy is not publicly documented. No asset-class preferences, stage focus, or geographic areas have been disclosed.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.