COMPREHENSIVE WEALTH SOLUTIONS, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 131324). Regulatory assets under management: $374.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 973-641-0377 |
| — | — | 2 | 973-641-0377 |
| — | — | 1 | 973-924-2307 |
| — | — | 1 | 973-924-2307 |