Custom Wealth Management - Investment Advisers

About Custom Wealth Management

Custom Wealth Management, LLC is an investment adviser headquartered in Plymouth, Michigan, with three employees and regulatory assets under management of $200.98 million. The firm describes itself as an independent investment adviser registered with the SEC and says it acts as a fiduciary, meaning it is obligated to act in its clients' best interest. The firm's main service is discretionary investment management, in which it manages portfolios according to each client's goals, risk tolerance and time horizon. It has a particular focus on structured note portfolios, which are made up of bank-issued structured notes intended to offer market participation with defined downside protection. Its other services include financial planning covering estate, tax, cash flow, retirement and legacy objectives, and consulting on topics such as estate planning and retirement strategies. The firm serves clients in Plymouth and elsewhere, and its website is custom-wm.com. It is also listed among investment advisers in Michigan and in the directory of US investment advisers.

Key Facts

Assets Under Management

$200.98M

Employees

3

SEC File Number

801-136173