Custom Wealth Planners

CUSTOM WEALTH PLANNERS is a state-registered investment adviser in ANKENY, IA. The firm manages $102 million in assets, $99 million on a discretionary basis.

Overview

CUSTOM WEALTH PLANNERS is a state-registered investment adviser in ANKENY, IA. The firm manages $102 million in assets, $99 million on a discretionary basis. It has 3 employees and 3 investment advisers.

Website

customwealthplanners.com

linkedin.com/company/96914180

General information

Firm type

RIA

Profile maintained by Altss. Updated: Oct 23, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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