CUSTOM WEALTH SOLUTIONS

CUSTOM WEALTH SOLUTIONS is an SEC-registered investment adviser (CRD 334515). Regulatory assets under management: $26.0M.

Registration

• CRD: 334515
• Type: Registered investment adviser
• Phone: 713-724-4518
• Latest filing: 2026-02-23
• Regulatory AUM: $26.0M
• Discretionary AUM: $26.0M
• Clients: 2
• Accounts: 38

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search