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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD 131324

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81ee8bdf-63b2-cf09-8b91-32b5e071937b

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 24, 2012 to Mar 4, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $374MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $374M
Private client RAUM: $374MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $93.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 296
Individual clients: 27
High net worth clients: 33
SEC number: 801-63074
CRD: 131324
Filings on the tape: 25
First filed: Feb 24, 2012
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, WY
Website: cwsglobal.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GARY LEE DENNIS	Personal Financial Specialist\|Chartered Financial Analyst	Boca Raton, FL	22	35	1	no
DEBORAH ANN LIGUORI	Certified Financial Planner	RIDGEWOOD, NJ \| BOCA RATON, FL	20	22	n/a	no
MERRILL LOUISE DENNIS	n/a	BOCA RATON, FL	20	20	n/a	no
ANDREW JEFFREY DENNIS	n/a	BOCA RATON, FL	13	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DENNIS, GARY, LEE	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	03/2004	Feb 24, 2012	Oct 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DEBORAH LIGUORI	n/a	n/a	n/a	Y	yes	n/a
GARY DENNIS	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$374M	$374M	3	3	2	n/a	n/a
2024	Feb 13, 2025	$341M	$341M	3	3	1	n/a	n/a
2023	Feb 16, 2024	$288M	$288M	4	3	1	n/a	n/a
2022	Jan 31, 2023	$269M	$269M	4	3	2	n/a	n/a
2021	Jan 19, 2022	$294M	$294M	4	3	2	n/a	n/a
2020	Jan 26, 2021	$252M	$252M	4	3	2	n/a	n/a
2019	Feb 25, 2020	$224M	$224M	4	3	2	n/a	n/a
2018	Mar 12, 2019	$185M	$185M	4	3	1	n/a	n/a
2017	Feb 15, 2018	$204M	$204M	5	3	1	n/a	n/a
2016	Feb 28, 2017	$177M	$177M	5	3	n/a	n/a	n/a
2015	Feb 5, 2016	$153M	$153M	5	3	n/a	n/a	n/a
2014	Jan 23, 2015	$166M	$166M	4	3	n/a	n/a	n/a
2013	Jan 27, 2014	$160M	$160M	4	3	n/a	n/a	n/a
2012	Feb 20, 2013	$140M	$140M	2	2	n/a	n/a	n/a
2011	Feb 24, 2012	$118M	$118M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$374M	$341M	9.7%	$269M	11.6%	3	3	2	1

Relationships

Registered with (6)

← ANDREW JEFFREY DENNISAdvisorregistration: current employment
Sep 6, 2013 to presentfactForm ADV
← MERRILL LOUISE DENNISAdvisorregistration: current employment
Aug 24, 2006 to presentfactForm ADV
← DEBORAH ANN LIGUORIAdvisorregistration: current employment
Jan 23, 2006 to presentfactForm ADV
← GARY LEE DENNISAdvisorregistration: current employment
May 3, 2004 to presentfactForm ADV
← KENNETH FRANCIS DUGANAdvisorregistration: previous registration
Jan 6, 2009 to Aug 15, 2011factForm ADV
← JEREMY MICHEL KLOPPERAdvisorregistration: previous registration
Jul 1, 2004 to Jul 1, 2009factForm ADV

Controls (1)

← DENNIS, GARY, LEEOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 24, 2012 to Oct 4, 2024factForm ADV

Dated events

Occurred
Aug 24, 2012
Succession filed (Item 4)
Comprehensive Wealth Solutions, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81ee8bdf-63b2-cf09-8b91-32b5e071937b
First observed: Feb 24, 2012
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD 131324

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81ee8bdf-63b2-cf09-8b91-32b5e071937b

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GARY LEE DENNIS

Personal Financial Specialist|Chartered Financial Analyst

Boca Raton, FL

DEBORAH ANN LIGUORI

Certified Financial Planner

RIDGEWOOD, NJ | BOCA RATON, FL

n/a

MERRILL LOUISE DENNIS

n/a

BOCA RATON, FL

n/a

ANDREW JEFFREY DENNIS

n/a

BOCA RATON, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DENNIS, GARY, LEE

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

03/2004

Feb 24, 2012

Oct 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DEBORAH LIGUORI

n/a

yes

n/a

GARY DENNIS

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$374M

n/a

2024

Feb 13, 2025

$341M

n/a

2023

Feb 16, 2024

$288M

n/a

2022

Jan 31, 2023

$269M

n/a

2021

Jan 19, 2022

$294M

n/a

2020

Jan 26, 2021

$252M

n/a

2019

Feb 25, 2020

$224M

n/a

2018

Mar 12, 2019

$185M

n/a

2017

Feb 15, 2018

$204M

n/a

2016

Feb 28, 2017

$177M

n/a

2015

Feb 5, 2016

$153M

n/a

2014

Jan 23, 2015

$166M

n/a

2013

Jan 27, 2014

$160M

n/a

2012

Feb 20, 2013

$140M

n/a

2011

Feb 24, 2012

$118M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$374M

$341M

9.7%

$269M

11.6%