Comprehensive Wealth Solutions, LLC

Comprehensive Wealth Solutions, LLC (CRD# 131324) is a financial advisory firm headquartered in Boca Raton, FL. They manage $152,643,464 in 245 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $623,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, NJ, NY, TX

Financial Advisors at Comprehensive Wealth Solutions, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gary L. Dennis
CRD#: 2167101
433 Real Plaza, Suite 275, Boca Raton, FL 33432
96
Wealthminder
score

Gary Dennis (CRD# 2167101) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has over 25 years of experience in the finance industry.

2
Merrill L. Dennis
CRD#: 5192814
433 Real Plaza, Suite 275, Boca Raton, FL 33432
93
Wealthminder
score

Merrill Dennis (CRD# 5192814) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has over 10 years of experience in the finance industry.

3
Deborah A. Liguori
CRD#: 2644857
Ridgewood, NJ
90
Wealthminder
score

Deborah Liguori (CRD# 2644857) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Ridgewood, NJ and has 1 year of experience in the finance industry. Deborah Liguori has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew J. Dennis
CRD#: 6226677
433 Plaza Real, Suite 275, Boca Raton, FL 33432
89
Wealthminder
score

Andrew Dennis (CRD# 6226677) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has over 3 years of experience in the finance industry.

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