# Custom Wealth Management

> Custom Wealth Management is an SEC-registered investment advisory firm in Plymouth, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 340956
- Filed as: CUSTOM WEALTH MANAGEMENT
- Legal name: Custom Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plymouth, MI
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340956
- AdvisorCensus page: https://advisorcensus.com/firm/custom-wealth-management-plymouth-mi-340956

## Quick answers

**How is Custom Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Custom Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Custom Wealth Management charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $80 to $120 an hour (creating your financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Custom Wealth Management located?**
Custom Wealth Management's principal office is in Plymouth, MI, according to its Form ADV.

**Is Custom Wealth Management registered with the SEC or a state?**
Custom Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340956.

**How much does Custom Wealth Management manage?**
Custom Wealth Management reports $200,976,793 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Custom Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (477); high net worth individuals (27).

**Which custodians does Custom Wealth Management use?**
Custom Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Custom Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340956

**Does Custom Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "We do not impose a minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."

**What changed in Custom Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $0 to $200,976,793.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> We do not impose a minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.

- Hourly rate: $80 to $120 an hour (creating your financial plan)

> The hourly rate would be stated in your executed Financial Planning Agreement and will range from $80-$120/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $200,976,793
- Discretionary: $200,976,793
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 477 | $156,838,432 |
| High net worth individuals | 27 | $42,515,169 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,623,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- custom-wm.com

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $200,976,793.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Custom Wealth Management (CRD 340956): Form ADV filing data as of October 2026.