← Tributary

COMPREHENSIVE WEALTH SOLUTIONS, LLC

BOCA RATON, FL · CRD 131324 · IAPD ↗ · cwsglobal.com · 877-294-4979

$374.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — COMPREHENSIVE WEALTH SOLUTIONS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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