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Custom Wealth Management LLC

EST. AUM
$200,976,793

CONTACTS

CLIENT ACCOUNTS
1,620

Firm Details

Metro area Detroit
CRD Number 340956
Website custom-wm.com
Client types

Overview

Custom Wealth Management (CWM) is a boutique wealth management firm and Registered Investment Advisor (RIA) based in Plymouth, Michigan. The firm operates under the CRD #340956 and is recognized for its "Custom Wealth Architect™" process. CWM specializes in serving construction professionals, physicians, and executives, providing them with fully discretionary investment management and comprehensive lifestyle planning. The firm’s philosophy centers on the belief that investors can achieve financial independence without outguessing the market, focusing instead on objective-based portfolio construction and disciplined tax coordination.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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