Custom Wealth Solutions

Overview

Custom Wealth Solutions operates as a small, owner-run investment adviser focused on individual and family clients. The firm provides discretionary portfolio management and also serves as a selector of third-party advisers, which positions it as both a direct manager and a capital allocator. Its stated fee model is a percentage of assets under management. Investment activity tilts decisively toward public equities. Exchange-traded equities are the firm’s single largest asset class and account for roughly half of reported assets, indicating a core emphasis on liquid equity exposure. The firm does not identify as an active ESG investor. An industry affiliation with an insurance company is listed, and the adviser reports that it is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices