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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DENNIS, ANDREW, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DENNIS, GARY, LEE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (7)
CA FL NH NJ NY TX VA
Address
433 PLAZA REALSUITE 275
BOCA RATON, FL 33432-9999
United States
Phone: 877-294-4979