Custom Wealth Management

RIASEC Registered

Total AUM

$201M

Discretionary

$201M

100% of AUM

Avg account

$124K

Accounts

1,620

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Michigan
CRD number: 340956
Registered since: May 1, 2026
Website: www.custom-wm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals78.04%
HNWI21.15%
Corporations / Businesses0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Custom Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registered in 2026) and focuses on serving individual and family clients while also providing portfolio management for small businesses and for businesses or institutions. Its client billing uses a combination of percentage-of-assets, hourly charges, and fixed fees. Advisory services listed include financial planning and portfolio management; the firm reports an industry affiliation with an insurance company. It does not identify as an active ESG investor.