COMPREHENSIVE WEALTH SERVICES, LLC

COMPREHENSIVE WEALTH SERVICES, LLC of MORRISTOWN, NJ is an SEC-registered investment adviser (CRD 147372). Regulatory assets under management: $91.7M.

Registration

• CRD: 147372
• Type: Registered investment adviser
• Location: 55 MADISON AVENUE, MORRISTOWN, NJ, 07960
• Phone: 973-924-2313
• Latest filing: 2026-02-12
• Regulatory AUM: $91.7M
• Discretionary AUM: $91.7M
• Clients: 3
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147372 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search