Comprehensive Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high‑net‑worth individuals and their related entities, including trusts, partnerships, and foundations. The firm implements strategies largely through mutual funds and exchange-traded funds and typically charges fees as a percentage of assets under management.
Advisory services are delivered mostly on a discretionary basis with investment recommendations tailored to a client’s risk tolerance, tax situation, and time horizon, and accounts are reviewed at least quarterly. The firm generally prefers lower‑cost implementations—using money managers, mutual funds, and ETFs—and states a cautious view of active managers, while not offering wrap fee programs.
Distinctive features disclosed in the brochure include ownership by Generational Wealth Services LLC and business affiliations that extend beyond pure advisory work: several principals act as registered representatives of a broker‑dealer and are licensed insurance agents, and one principal has an ownership interest in a tax‑preparation business (American Taxes Inc.), arrangements the firm notes can create additional compensation relationships. The firm is also modest in scale—four advisors serving roughly three dozen clients with under $100 million in AUM—and its client base is concentrated among high‑net‑worth clients with few or no non‑HNW individual clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 0.90% annually $250,001 - $500,000: 0.85% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.40% annually $5,000,001 - $10,000,000: 0.30% annually $10,000,001+: 0.20% annually
Some supervised persons earn commissions from separate broker-dealer activities
Minimum fee: Fixed annual fee based on complexity and volume, agreed upon before services Fee-only: Yes, advisory services charged as percentage of AUM or fixed fees; no commissions accepted by firm
Main office
2001 Us 46, Suite 310
Parsippany NJ 07960
Advisors at this office
3
Most active in
Louisiana · New Jersey · Texas
Also doing business as
Comprehensive Wealth Services, LLC · Generaltional Wealth Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brian A
Verified by Warmer
Series 7, Series 66
Parsippany, NJ
Comprehensive Wealth Services, LLC
Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.
Edwin M
Series 63, Series 65
Parsippany, NJ
Comprehensive Wealth Services, LLC
Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.
Jason K
Series 63, Series 65
Parsippany, NJ
Comprehensive Wealth Services, LLC
Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. for two years, and has been with LPL Financial since 2025. Kurz manages a limited side business that supports transitioning client assets to LPL Financial. Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities. The firm employs strategies using mutual funds and ETFs, generally delivers discretionary services tailored to clients’ risk tolerance and tax situations, and maintains a cautious view of active management.
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