# COMPREHENSIVE WEALTH SERVICES, LLC

COMPREHENSIVE WEALTH SERVICES, LLC of MORRISTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 147372
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147372/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147372/similar
- Related entities: https://search.stillhousedata.com/firm/147372/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147372

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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.