CUSTOM WEALTH MANAGEMENT, LLC
Doing business as CUSTOM WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$200,976,793
Discretionary
$200,976,793
Non-discretionary
$0
Firm details
- CRD number
- 340956
- SEC file number
- 801-136173
- Main office
- PLYMOUTH, MI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.custom-wm.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.