Comprehensive Wealth Solutions, Llc
- Regulatory AUM
- $374M
- Discretionary
- $374M
- Clients
- 61
- Avg AUM / client
- $6.1M
- Accounts
- 296
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $37.4M | 10.0% |
| High net worth individuals | 33 | $337M | 90.0% |
| Charitable organizations | 1 | $81.6K | 0.02% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Lee Dennis | Managing Member / Chief Compliance Officer | Personal Financial Specialist CFA | Mar 2004 (22y) | 75% or more |
| Deborah Ann Liguori | Registered representative | CFP | Jan 2006 (21y) | |
| Merrill Louise Dennis | Registered representative | Aug 2006 (20y) | ||
| Andrew Jeffrey Dennis | Registered representative | Sep 2013 (13y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $258M (69% of AUM) Mar 2026
- Charles Schwab & Co. $116M (31% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗