# Custom Wealth Planners

Custom Wealth Planners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://customwealthplanners.com
- **LinkedIn:** https://www.linkedin.com/company/96914180

## Regulatory record

- **CRD number:** 326415
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326415

## About

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.

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- [Granite Alpha Capital Management](https://altss.com/profile/granite-alpha-capital-management-lp)
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Last updated: 2026-07-06T01:24:14.985Z

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