CUSTOM WEALTH PLANNERS

CUSTOM WEALTH PLANNERS of ANKENY, IA is an SEC-registered investment adviser (CRD 326415). Regulatory assets under management: $102.4M.

Registration

• CRD: 326415
• Type: Registered investment adviser
• Location: 2425 NORTH ANKENY BLVD, ANKENY, IA, 50023
• Phone: 515-480-2257
• Latest filing: 2026-01-26
• Regulatory AUM: $102.4M
• Discretionary AUM: $99.3M
• Non-discretionary AUM: $3.1M
• Clients: 3
• Accounts: 349

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search