Comprehensive Wealth Management, LLC

Portfolio Overview

Comprehensive Wealth Management, LLC reported a total portfolio value of $101.70 million as of September 30, 2025, representing a significant decrease of 18.1% from the previous quarter's value of $124.17 million. This decline in portfolio value is attributable to a combination of market performance and substantial capital reallocation, as the firm actively exited positions totaling approximately $34.63 million. The portfolio is highly concentrated, consisting...