Custom Wealth Management, LLC
● SEC registered since 2026CRD 340956SEC# 801-136173Plymouth, MI
Reg. AUM
$201M
Employees
3
Accounts
1,620
Location
Plymouth, MI
About Custom Wealth Management
Custom Wealth Management is an independent SEC-registered adviser offering discretionary investment management and financial planning. It specializes in structured note portfolios seeking market participation with defined downside protection.
Summary based on the firm’s website.
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 reports $201 million in regulatory assets under management and employs 3 people.
Custom Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael H Windle Control | Cco, Owner | Over 75% | 2026 |
Frequently asked questions
How much does Custom Wealth Management, LLC manage?
Custom Wealth Management, LLC reports $201 million in regulatory assets under management on its Form ADV.
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
| Address | 41081 Ann Arbor Rd E, Plymouth, MI 48170 |
| Phone | 734-844-3400 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$201MNo change
Aug '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$201Mregulatory AUM
Discretionary $201M