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CUSTOM WEALTH PLANNERS
TSMF LLC
CRD 326415
2425 NORTH ANKENY BLVD, UNIT #105, ANKENY, IA, 50023, United States
Phone
515-480-2257
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$102.4M
Discretionary AUM
$99.3M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $20.1M |
| High net worth individuals | 85 | $82.3M |
All web addresses on file
Official SEC filing: View on IAPD