# COMPREHENSIVE WEALTH SOLUTIONS, LLC

COMPREHENSIVE WEALTH SOLUTIONS, LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 131324
- Type: SEC-registered investment adviser
- SEC file number: 801-63074
- Location: 433 PLAZA REAL, SUITE 275, BOCA RATON, FL, 33432-9999
- Phone: 877-294-4979
- Latest filing: 2026-03-04
- Regulatory AUM: $374.3M
- Discretionary AUM: $374.3M
- Clients: 3
- Accounts: 296

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Dennis Aaron Lee | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | Los Angeles, CA |
| Gary Lee Dennis | MANAGING MEMBER | — |
| Andrew Jeffrey Dennis | CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131324/similar
- Related entities: https://search.stillhousedata.com/firm/131324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.