How Custom Wealth Management collects, uses, and protects your personal information.
Effective Date: 2026 | Custom Wealth Management, LLC
Custom Wealth Management, LLC ("CWM," "we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, share, and protect information about our clients, prospective clients, and visitors to our website. As a Registered Investment Adviser, we are also subject to Regulation S-P, which governs the privacy of consumer financial information. We provide our clients with a separate Privacy Notice as required by applicable law.
We collect information you provide directly to us, including: - Name, address, email address, and phone number - Social Security number and date of birth (for account opening) - Financial information including income, assets, debts, and investment objectives - Employment information - Information about your family and beneficiaries We also collect information automatically when you visit our website, including IP address, browser type, pages visited, and time spent on pages. This information is collected through cookies and similar technologies.
We use the information we collect to: - Provide investment advisory and financial planning services - Open and maintain accounts and process transactions - Communicate with you about your accounts and our services - Comply with legal and regulatory requirements - Improve our website and services - Protect against fraud and unauthorized activity We do not sell your personal information to third parties for marketing purposes.
We may share your personal information with: - Custodians and broker-dealers who hold your assets - Third-party service providers who assist in operating our business (subject to confidentiality agreements) - Regulatory authorities and law enforcement as required by law - Successors in the event of a merger, acquisition, or sale of our business We do not share your personal information with unaffiliated third parties for their marketing purposes without your consent.
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. These measures include encryption of sensitive data, secure access controls, and regular security assessments. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
Our website uses cookies and similar tracking technologies to enhance your experience and analyze website traffic. You can control cookie settings through your browser settings. Disabling cookies may affect the functionality of certain features on our website. We may use third-party analytics services to help us understand how visitors use our website. These services may collect information about your online activities over time and across different websites.
You have the right to: - Access the personal information we hold about you - Request correction of inaccurate information - Request deletion of your information, subject to legal requirements - Opt out of receiving marketing communications To exercise any of these rights, please contact us at compliance@custom-wm.com or (734) 844-3400.
We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Investment advisory records are typically retained for a minimum of five years as required by SEC regulations.
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a new effective date. Your continued use of our services after such changes constitutes your acceptance of the updated policy.
If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us: Custom Wealth Management, LLC Attention: Compliance Department 41081 Ann Arbor Road Plymouth, MI 48170 Phone: (734) 844-3400 Email: compliance@custom-wm.com
This Privacy Policy is subject to change. Please check this page periodically for updates. For our full Regulation S-P Privacy Notice, please contact us directly.
Contact our compliance department with any privacy-related questions or concerns.
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