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CUSTOM WEALTH MANAGEMENT

CUSTOM WEALTH MANAGEMENT, LLC

CRD 340956 · SEC 801-136173

Visit website

41081 ANN ARBOR RD E, PLYMOUTH, MI, 48170, United States

Phone

734-844-3400

Fax

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Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

States served

MI

All web addresses on file

Official SEC filing: View on IAPD