COMPREHENSIVE WEALTH SERVICES, LLC

Overview

Comprehensive Wealth Services, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm targets high‑net‑worth individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Its business model combines fee‑based advisory services (percentage of assets under management, hourly and fixed fees) with a capital‑allocation role—meaning the firm can place client capital with outside managers where appropriate. Investment activity is equity‑oriented: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. That preference suggests a portfolio construction approach that uses liquid, tradable instruments for core equity exposure and supplements with manager‑directed sleeves when specialized strategies are required. Comprehensive Wealth Services does not position itself as an ESG‑focused investor.

Assets & Accounts

Public Holdings

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Location & Offices