Custom Wealth Management

Overview

Custom Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year listed as 2026) and serves individual and family clients rather than acting as a capital allocator or institutional fund sponsor. Its advisory offerings focus on comprehensive financial planning and portfolio management for individuals, small businesses and other business or institutional clients. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and is not reported as a multi-state adviser. An insurance company is listed among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices