Investment adviser · CRD 340956
CUSTOM WEALTH MANAGEMENT
Investment adviser filing (IA)
CUSTOM WEALTH MANAGEMENT, LLC
PLYMOUTH, MI, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $201M Form ADV · Item 5.F
- Client accounts
- 1,620 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 477 | $156,838,432 | 78.0% |
| High-net-worth individuals | 27 | $42,515,169 | 21.2% |
| Corporations & businesses | Fewer than 5 | $1,623,192 | 0.8% |
Filing source
Form ADV 2125284 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
41081 ANN ARBOR RD EPLYMOUTH, MI, 48170, United States
CRD 340956
Filing source
Form ADV 2125284 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.