Custom Wealth Management, LLC
Custom Wealth Management, LLC is an SEC-registered wealth manager with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Custom Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340956, data through 2026-05-02.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-05-02)
- Firm type
- Wealth Manager
- Employees
- 3
- CRD
- 340956
- Ownership
- WINDLE, MICHAEL, H
How much AUM does Custom Wealth Management, LLC have?
Custom Wealth Management, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-02).
Who owns Custom Wealth Management, LLC?
Disclosed owners and executives of Custom Wealth Management, LLC include WINDLE, MICHAEL, H. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.