Important information about Custom Wealth Management, LLC and our advisory services.
Custom Wealth Management, LLC ("CWM") is a Registered Investment Adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. CWM's IARD number is #340956. Additional information about Custom Wealth Management, LLC is available on the SEC's website at www.adviserinfo.sec.gov. You can search this site by our firm name or IARD number.
CWM's Form ADV Part 2A (Firm Brochure) contains detailed information about our advisory services, fees, conflicts of interest, and business practices. Clients and prospective clients may request a copy of our Form ADV Part 2A at any time by contacting us at (734) 844-3400 or compliance@custom-wm.com. Our Form ADV is also available on the SEC's public disclosure website at www.adviserinfo.sec.gov.
The information provided on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any securities. Nothing on this website should be construed as legal, tax, or financial advice. Investment advisory services are provided only to clients who have executed an Investment Management Agreement with CWM. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Structured notes are complex financial instruments that involve risks not associated with standard investments. These products may have limited liquidity and are subject to the credit risk of the issuing institution. The downside protection features of structured notes do not guarantee against loss of principal in all circumstances. Prospective clients should carefully review all product materials and consult with their tax and legal advisors before investing in structured notes.
CWM charges an annual investment advisory fee based on a percentage of assets under management. Financial planning services are included in our investment management fee for clients engaged in investment management. Standalone financial planning fees start at $1,500 and vary based on the complexity of the engagement.
As a Registered Investment Adviser, CWM is a fiduciary and is legally obligated to act in the best interest of our clients. We are required to disclose all material conflicts of interest and to provide advice that is suitable for each client's individual circumstances. When we provide investment advice regarding retirement plan accounts or individual retirement accounts, we are also fiduciaries within the meaning of Title I of ERISA and/or the Internal Revenue Code, as applicable.
CWM may recommend third-party investment managers, custodians, or other financial service providers. CWM does not receive compensation from any third-party providers for such recommendations. All recommended custodians are independent of CWM. This website may contain links to third-party websites. CWM is not responsible for the content of any linked website and does not endorse any third-party products or services.
For questions regarding these disclosures or our advisory services, please contact: Custom Wealth Management, LLC Attention: Compliance Department 41081 Ann Arbor Road Plymouth, MI 48170 Phone: (734) 844-3400 Email: compliance@custom-wm.com
These disclosures are subject to change. Please check this page periodically for updates. Last reviewed: 2026.
Contact our compliance department at (734) 844-3400 or compliance@custom-wm.com.
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