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Custom Wealth Management, LLC

● SEC registered since 2026CRD 340956SEC# 801-136173Plymouth, MI
Export (members)
Reg. AUM
—
Employees
3
Accounts
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Location
Plymouth, MI

Custom Wealth Management, LLC assets under management

Custom Wealth Management, LLC is an SEC-registered investment adviser based in Plymouth, MI. The firm has been registered since 2026. It employs 3 people.
www.custom-wm.comView on SEC.gov ↗

Custom Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael H Windle ControlCco, OwnerOver 75%2026

Frequently asked questions

How many employees does Custom Wealth Management, LLC have?

Custom Wealth Management, LLC reports 3 employees.

Where is Custom Wealth Management, LLC located?

Custom Wealth Management, LLC is based in Plymouth, MI and has been SEC-registered since 2026.

Does Custom Wealth Management, LLC disclose fund performance?

Custom Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address41081 Ann Arbor Rd E, Plymouth, MI 48170
Phone734-844-3400
Office hours8a.m. To 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo