# Custom Wealth Solutions

Custom Wealth Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://customwealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/custom-wealth-solutions-llc

## Regulatory record

- **CRD number:** 334515
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334515

## About

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.

## 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.

## Related profiles

- [EMMA RESEARCH LLC](https://altss.com/profile/emma-research-llc)
- [First Avenue Ventures](https://altss.com/profile/first-avenue-ventures-gp-llc)

---

Last updated: 2026-07-06T01:24:14.985Z

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology