CUSTOM WEALTH MANAGEMENT

Overview

Custom Wealth Management is organized as a limited liability company and became SEC-registered in 2026. The firm is individually owned and described as a newly formed adviser focused on delivering financial planning and discretionary portfolio management. Its stated advisory activities cover planning and portfolio management for individuals and small businesses, as well as portfolio management services for businesses or institutional clients. Fee arrangements include a mix of percentage-of-AUM billing, hourly charges, and fixed fees, indicating flexibility in engagement structures. The firm is not identified as a capital allocator, is not active on ESG investing, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser. Custom Wealth Management lists industry affiliations with accounting and insurance firms, suggesting it may coordinate with tax and insurance specialists as part of client service delivery.

Assets & Accounts

Location & Offices