Custom Wealth Management, LLC Employee Directory

Q: What is Custom Wealth Management, LLC known for?

Custom Wealth Management, LLC was founded in 2005. Custom Wealth Management, LLC operates in the Financial Services industry.

Q: How many employees does Custom Wealth Management, LLC have currently?

Custom Wealth Management, LLC has approximately 8 employees.

Financial ServicesNew York, United States2-10 Employees

The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. We work with you to construct a powerful blueprint that will serve as the foundation to achieve your goals and build wealth for generations to come using our unique planning process.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research, Inc. a Registered Investment Adviser. Cambridge and Custom Wealth Management, LLC are not affiliated.

Find Custom Wealth Management, LLC employees' phone numbers or email addresses

Custom Wealth Management, LLC Global Highlights

North America
9

United States Of America
8
Canada
1

Asia
1

Singapore
1

Custom Wealth Management, LLC's Leadership

G. B.
President
Mobile Phone
Email
B. D. J.
Client Relationship Manager
Mobile Phone
Email
N. C.
Senior Hr Consultant
Mobile Phone
Email
A. S.
Wealth Management Intern
Mobile Phone
Email
S. C.
Private Wealth Management
Mobile Phone
Email
A. H.
Operations Specialist
Mobile Phone
Email
M. M.
Associate
Mobile Phone
Email

Custom Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Business
Human Resources

Contact profiles from Custom Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

G. B.
President
Mobile Phone
Email
United StatesArizona
Feb 17, 2026
B. D. J.
Client Relationship Manager
Mobile Phone
Email
Sep 10, 2025
N. C.
Senior Hr Consultant
Mobile Phone
Email
Oct 22, 2025
A. S.
Wealth Management Intern
Mobile Phone
Email
United StatesMassachusetts
Nov 13, 2025
S. C.
Private Wealth Management
Mobile Phone
Email
United StatesNew York
Oct 29, 2025
A. H.
Operations Specialist
Mobile Phone
Email
United StatesNew York
Oct 23, 2025
M. M.
Associate
Mobile Phone
Email
CanadaBritish Columbia
Feb 19, 2026

Frequently Asked Questions

What is Custom Wealth Management, LLC known for?

Custom Wealth Management, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 125 East Jefferson Street Suite 1510 Syracuse, New York 13202 United States; you can contact the main corporate office by phone at

+1-315-753-****

. Explore Custom Wealth Management, LLC's company overview page for more information.

What is Custom Wealth Management, LLC's most common email format?

Custom Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Custom Wealth Management, LLC email formats with LeadIQ.

How many employees does Custom Wealth Management, LLC have currently?

Custom Wealth Management, LLC has approximately 8 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Custom Wealth Management, LLC's key employees and leadership?

As of February 2026, Custom Wealth Management, LLC's key employees include:

President: G. B.
Client Relationship Manager: B. D. J.
Senior Hr Consultant: N. C.
Wealth Management Intern: A. S.
Private Wealth Management: S. C.

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