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Custom Wealth Solutions
CUSTOM WEALTH SOLUTIONS is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 2 employees and 2...
Overview
CUSTOM WEALTH SOLUTIONS is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
Does Custom Wealth Solutions participate in fund commitments or only direct deals?
The firm has not been publicly listed as a limited partner in any institutional private equity, venture capital, or hedge fund vehicles based on available LP disclosures. This does not mean it avoids fund commitments entirely — many family offices invest through feeder funds or fund-of-funds that anonymize underlying investor identities — but no direct LP relationship has been confirmed on the record.
What is Custom Wealth Solutions' known posture on co-investments alongside external GPs?
There is no public evidence of co-investment activity. The firm has not appeared alongside named institutional co-investors in any disclosed direct deal, syndicate, or special-purpose vehicle. If it co-invests, it does so through structures that shield its identity from standard commercial data capture, such as a GP-led bloc anonymization or a separate legal entity not bearing the Custom Wealth Solutions name.
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