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COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC

· CRD 121061 · IAPD ↗ · comprehensivemoney.com · 786-261-6100

$200.3MRegulatory AUM
1Advisory reps
2Employees
105Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2025 — COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC (location n/a) is newly SEC-registered with $162.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.