Comprehensive Wealth Solutions, LLC

Comprehensive Wealth Solutions, LLC (CRD# 131324) is a financial advisory firm headquartered in Boca Raton, FL. They manage $287,708,008 in 253 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
433 Plaza Real, Suite 275, Boca Raton, FL 33432
https://www.cwsglobal.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $1,137,186
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
The map below shows states where this firm has explicit registration only.

CA, FL, NH, NJ, NY, TX, WY

Financial Advisors at Comprehensive Wealth Solutions, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew Dennis, financial advisor Boca Raton FL
Andrew J. Dennis
CRD#: 6226677
433 Plaza Real, Suite 275, Boca Raton, FL 33432

Andrew Dennis (CRD# 6226677) 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.

2
Gary Dennis, financial advisor Boca Raton FL
Gary L. Dennis
CRD#: 2167101
433 Real Plaza, Suite 275, Boca Raton, FL 33432

Gary Dennis (CRD# 2167101) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has over 32 years of experience in the finance industry.

3
Merrill Dennis, financial advisor Boca Raton FL
Merrill L. Dennis
CRD#: 5192814
433 Plaza Real, Suite 275, Boca Raton, FL 33432

Merrill Dennis (CRD# 5192814) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has over 17 years of experience in the finance industry.

4
Deborah Liguori, financial advisor Boca Raton FL
Deborah A. Liguori
CRD#: 2644857
433 Plaza Real, Suite 275, Boca Raton, FL 33432

Deborah Liguori (CRD# 2644857) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals