COMPREHENSIVE WEALTH SOLUTIONS, LLC
CRD #131324 SEC #801-63074 BOCA RATON, FL 877-294-4979
SEC Registered
Total AUM
$341.2M
Discretionary
$341.2M
Employees
3
Clients
51
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $341.2M | $341.2M | $0 | 3 | 0 |
| Oct 2024 | $287.7M | $287.7M | $0 | 4 | 0 |
| Feb 2024 | $287.7M | $287.7M | $0 | 4 | 0 |
| Jan 2023 | $269.1M | $269.1M | $0 | 4 | 0 |
| Jan 2022 | $293.6M | $293.6M | $0 | 4 | 0 |
| Jan 2021 | $252.5M | $252.5M | $0 | 4 | 0 |
| May 2020 | $223.6M | $223.6M | $0 | 4 | 0 |
| Feb 2020 | $223.6M | $223.6M | $0 | 4 | 0 |
| Oct 2019 | $185.2M | $185.2M | $0 | 4 | 0 |
| Mar 2019 | $185.2M | $185.2M | $0 | 4 | 0 |
| Feb 2018 | $203.5M | $203.5M | $0 | 5 | 0 |
| Aug 2017 | $176.8M | $176.8M | $0 | 5 | 26 |
| Feb 2017 | $176.8M | $176.8M | $0 | 5 | 26 |
| Jul 2016 | $152.6M | $152.6M | $0 | 5 | 26 |
| Feb 2016 | $152.6M | $152.6M | $0 | 5 | 26 |
| Dec 2015 | $165.7M | $165.7M | $0 | 4 | 26 |
| Dec 2015 | $165.7M | $165.7M | $0 | 4 | 26 |
| Jan 2015 | $165.7M | $165.7M | $0 | 4 | 26 |
| Jan 2014 | $159.8M | $159.8M | $0 | 4 | 26 |
| Feb 2013 | $140M | $140M | $0 | 2 | 26 |
| Feb 2013 | $118.2M | $118.2M | $0 | 2 | 26 |
| Aug 2012 | $118.2M | $118.2M | $0 | 1 | 26 |
| Feb 2012 | $118.2M | $118.2M | $0 | 1 | 26 |
| Jun 2011 | $122.8M | $122.8M | $0 | 5 | -- |
| Apr 2011 | $122.8M | $122.8M | $0 | 5 | -- |
| Mar 2011 | $122.8M | $122.8M | $0 | 5 | -- |
| Feb 2011 | $122.8M | $122.8M | $0 | 5 | -- |
| Feb 2011 | $117.9M | $117.9M | $0 | 5 | -- |
| Mar 2010 | $117.9M | $117.9M | $0 | 5 | -- |
| Mar 2008 | $151M | $151M | $0 | 5 | -- |
| Mar 2007 | $134M | $134M | $0 | 5 | -- |
| Feb 2006 | $123M | $123M | $0 | 5 | -- |
| Jan 2006 | $123M | $123M | $0 | 5 | -- |
| Nov 2005 | $90M | $90M | $0 | 5 | -- |
| Feb 2005 | $90M | $90M | $0 | 5 | -- |
| Jul 2004 | $75.4M | $75.4M | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$287.7M
Discretionary$287.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$287.7M
Discretionary$287.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$269.1M
Discretionary$269.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$293.6M
Discretionary$293.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$252.5M
Discretionary$252.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees5
Clients26
DateFeb 2017
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees5
Clients26
DateJul 2016
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees5
Clients26
DateFeb 2016
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees5
Clients26
DateDec 2015
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees4
Clients26
DateDec 2015
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees4
Clients26
DateJan 2014
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients26
DateFeb 2013
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees2
Clients26
DateAug 2012
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--