Custom Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Custom Wealth Management reports 504 clients. They include 477 individual clients and 27 high-net-worth individuals. Of its assets, 100.0% ($201M across 1,620 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 78% |
| High-net-worth individuals | 5% | 21% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 477 | $157M | 78.0% | $329K |
| High-net-worth individuals | 27 | $42.5M | 21.2% | $1.57M |
| Corporations and other businesses | Fewer than 5 | $1.62M | 0.8% | — |
| Total | 504 | $201M | 100% | — |
- Clients
- 477
- Regulatory AUM
- $157M
- AUM share
- 78.0%
- Avg. per client
- $329K
- Clients
- 27
- Regulatory AUM
- $42.5M
- AUM share
- 21.2%
- Avg. per client
- $1.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.62M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 504
- Regulatory AUM
- $201M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Custom Wealth Management charges up to 1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Limited-Scope Consulting
- Limited-scope planning and consulting is negotiated per project and billed hourly at $80 to $120 per hour, due on invoice.
- Standalone Financial Planning
- Standalone planning is a fixed fee starting at $1,500 and may be more, or hourly at $80 to $120 per hour, paid when the agreement is signed.
Michael Windle owns 75% or more of Custom Wealth Management. It has 3 employees.
Leadership
Michael WindleCCO, Owner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Custom Wealth Management, LLC
Michael Windle
Control person · since March 2026
Besides its headquarters, Custom Wealth Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 41081 Ann Arbor RD E, PlymouthHQ
Contact and registration details
- Legal name
- Custom Wealth Management, LLC
- Headquarters
- 41081 Ann Arbor RD E, Plymouth, MI 48170
- Website
- custom-wm.com
- Phone
- 734-844-3400
- SEC file
- 801-136173
- Structure
- Michigan LLC
- Fiscal year end
- December
Custom Wealth Management uses Charles Schwab ($201M) as custodian for its separately managed accounts. Custom Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $201M100%
At year end, Custom Wealth Management’s separately managed accounts were mostly in stocks (62%) and bonds (25%).
What the accounts hold
- Stocks62%
- Funds3%
- Bonds25%
- Cash10%
How many clients does Custom Wealth Management have?
Custom Wealth Management has 504 clients and manages $201 million for them, as of August 2026. They include 477 individual clients and 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Custom Wealth Management offer?
Custom Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Custom Wealth Management charge?
Custom Wealth Management charges up to 1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Custom Wealth Management use?
Custom Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $201M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Custom Wealth Management have?
Custom Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Custom Wealth Management invest in?
At the end of its last fiscal year, Custom Wealth Management’s separately managed accounts held 62% exchange-traded equities, 25% investment grade corporate bonds, 10% cash and equivalents and 3% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Custom Wealth Management?
Custom Wealth Management’s direct owner is Michael Windle (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Custom Wealth Management get paid?
Custom Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Custom Wealth Management?
Custom Wealth Management’s main office is at 41081 Ann Arbor RD E, Plymouth, MI 48170. Its phone number is 734-844-3400. Its website is custom-wm.com.