# Comprehensive Wealth Services

Comprehensive Wealth Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 147372
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147372

## About

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

## Questions

### 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.

### Where is Comprehensive Wealth Services headquartered?

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

### 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.

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- [RMWC](https://altss.com/profile/rmwc)
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Last updated: 2026-06-03T20:00:00.000Z

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