# Custom Wealth Management

Custom Wealth Management is an Asset Manager based in Plymouth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Rochester, MI, United States
- **Founded:** 1997
- **Assets under management:** $100M – $350M (Altss estimate)
- **Website:** customwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/custom-wealth-management

## Regulatory record

- **CRD number:** 340956
- **SEC file number:** 801-136173
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340956

## About

CUSTOM WEALTH MANAGEMENT is an SEC-registered investment adviser in PLYMOUTH, MI, registered since 2026. The firm employs 3 employees and 3 investment advisers. It operates with a registered principal.

## Sectors

- Wealth Management

## People

- Mark Neibauer — President

## Questions

### Who runs investment decisions at Custom Wealth Management?

President Mark Neibauer runs investment decisions as the firm's central portfolio-management authority, chairing an internal investment committee. The firm does not employ a separate chief investment officer or external sub-advisor for core asset-allocation calls. Neibauer's concentrated decision-making structure is common among boutique Michigan RIAs founded in the 1990s, where the founder's relationship capital and investment philosophy define the practice.

### Does Custom Wealth Management operate in-house funds or alternative investment vehicles?

No. Custom Wealth Management constructs client portfolios using third-party ETFs, mutual funds, and separately managed accounts rather than proprietary pooled vehicles. The firm does not offer in-house private equity, venture capital, or hedge fund products, distinguishing it from multi-family offices that layer alternative-access platforms onto their advisory relationships.

### Is Custom Wealth Management affiliated with a broker-dealer or aggregator platform?

Custom Wealth Management operates as an independent registered investment adviser without private-equity sponsorship, aggregator affiliation, or broker-dealer parentage. The firm was founded before the breakaway-broker movement of the 2010s and has remained a founder-controlled practice, a governance profile that concentrates succession and key-client risk in the founding principal.

## Related profiles

- [PHILOTIMO VENTURES](https://altss.com/profile/philotimo-ventures-llc)
- [Saxon Weber Funds](https://altss.com/profile/saxon-weber-funds)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/custom-wealth-management

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