# Comprehensive Wealth Solutions

Comprehensive Wealth Solutions is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Short Hills, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** cwsglobal.com
- **LinkedIn:** https://www.linkedin.com/company/comprehensive-wealth-solutions

## Regulatory record

- **CRD number:** 131324
- **SEC file number:** 801-63074
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131324

## About

Comprehensive Wealth Solutions was established in 2004 as a US-based wealth manager. The firm delivers investment advisory services, financial planning, and portfolio management. It serves individuals alongside pension and profit-sharing plans, trusts, and estates. No additional offices, team size, or recent operational events appear in available sources.

## Sectors

- Wealth Management
- Financial Planning
- Tax Management
- Insurance Planning
- Estate Planning

## Questions

### Who runs investment decisions at Comprehensive Wealth Solutions?

No named principals or CIO appear in available sources.

### Does Comprehensive Wealth Solutions participate in fund commitments or only direct deals?

Available sources do not disclose fund commitments or direct deal activity.

### What investment stages does Comprehensive Wealth Solutions typically target?

No stage focus or asset-class mix is disclosed in sources.

### How is Comprehensive Wealth Solutions related to any parent or affiliated vehicle?

No parent, spinout, or affiliated vehicle is identified in sources.

## Related profiles

- [Comprehensive Wealth Management](https://altss.com/profile/comprehensive-wealth-management)
- [Compton Wealth Advisory Group](https://altss.com/profile/compton-wealth-advisory-group)

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Last updated: 2026-07-10T21:59:18.000Z

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