CUSTOM WEALTH MANAGEMENT, LLC

CUSTOM WEALTH MANAGEMENT, LLC of PLYMOUTH, MI is an SEC-registered investment adviser (CRD 340956).

Registration

• CRD: 340956
• SEC file number: 801-136173
• Type: Registered investment adviser
• Location: 41081 ANN ARBOR RD E, PLYMOUTH, MI, 48170
• Phone: 734-844-3400
• Latest filing: 2026-05-02
• Clients: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340956 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search