{
  "crd_number": 326415,
  "slug": "custom-wealth-planners-ankeny-ia-326415",
  "primary_business_name": "CUSTOM WEALTH PLANNERS",
  "legal_name": "TSMF LLC",
  "dbas": [],
  "city": "Ankeny",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "19780",
  "metro": {
    "cbsa_code": "19780",
    "common_name": "Des Moines",
    "msa_name": "Des Moines-West Des Moines, IA",
    "path": "/advisors/ia/des-moines"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-04-18",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-01-26",
  "carried_forward": false,
  "raum_total": 102385581.0,
  "raum_discretionary": 99262665.0,
  "raum_non_discretionary": 3122916.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20123788.0,
      "count": 64
    },
    "high_net_worth_individuals": {
      "raum": 82261793.0,
      "count": 85
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IA"
  ],
  "websites": [
    "https://customwealthplanners.com",
    "https://facebook.com/profile.php?id=61550642106581",
    "https://linkedin.com/company/96914180/admin/feed/posts",
    "https://youtube.com/channel/UCv44TLFYgLxU19NaI5qnNKA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326415",
  "city_as_filed": "ANKENY",
  "url": "https://advisorcensus.com/firm/custom-wealth-planners-ankeny-ia-326415",
  "display_name": "Custom Wealth Planners",
  "summary": "Custom Wealth Planners is a state-registered investment advisory firm in Ankeny, IA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.",
  "citation": "AdvisorCensus. Custom Wealth Planners (CRD 326415): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Custom Wealth Planners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Custom Wealth Planners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Custom Wealth Planners located?",
      "a": "Custom Wealth Planners' principal office is in Ankeny, IA, according to its Form ADV."
    },
    {
      "q": "Is Custom Wealth Planners registered with the SEC or a state?",
      "a": "Custom Wealth Planners is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326415."
    },
    {
      "q": "How much does Custom Wealth Planners manage?",
      "a": "Custom Wealth Planners reports $102,385,581 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (97% discretionary)."
    },
    {
      "q": "What types of clients does Custom Wealth Planners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (85); individuals (other than high net worth individuals) (64)."
    },
    {
      "q": "Does Custom Wealth Planners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326415"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/custom-wealth-planners-ankeny-ia-326415.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 20123788.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 85,
      "fewer_than_5": false,
      "raum": 82261793.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326415",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}