What departments does Custom Wealth Management, LLC have?

Custom Wealth Management, LLC has employees across 2 departments including Operations, Consultant.

What is the largest department at Custom Wealth Management, LLC?

The largest department at Custom Wealth Management, LLC is Operations with 1 employees.

Where are Custom Wealth Management, LLC employees located globally?

Custom Wealth Management, LLC has employees across 2 continents and 3 countries including Singapore, United States Of America, Canada.

How has Custom Wealth Management, LLC's team size changed over time?

Custom Wealth Management, LLC's team has grown from approximately 8 to 11 employees based on available data.

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Custom Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Custom Wealth Management, LLC operates in the financial services sector and collaborates with clients to establish a clear financial vision and a detailed plan. The firm uses a distinctive planning process to construct a blueprint that supports goal attainment and the accumulation of wealth across generations.
Based in Syracuse, New York, the company is described as a small practice. Securities are offered through registered representatives of Cambridge Investment Research, Inc., a broker-dealer and member FINRA/SIPC, while advisory services are provided through Cambridge Investment Research, Inc., a registered investment adviser; Cambridge and Custom Wealth Management, LLC are not affiliated.

Custom Wealth Management, LLC Global Highlights

North America
10

United States Of America
8
Canada
2

Asia
1

Singapore
1

Custom Wealth Management, LLC's Leadership

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

A. H.
Chief Operations Officer
Mobile Phone
Email
United StatesNew York
Apr 15, 2026
G. B.
President
Mobile Phone
Email
United StatesArizona
Feb 17, 2026
B. D. J.
Client Relationship Manager
Mobile Phone
Email
Jun 26, 2026
N. C.
Senior Hr Consultant
Mobile Phone
Email
Jun 25, 2026
S. C.
Private Wealth Management
Mobile Phone
Email
United StatesNew York
Jun 28, 2026
M. M.
Associate
Mobile Phone
Email
CanadaBritish Columbia
May 31, 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 7 employees as of June 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 June 2026, Custom Wealth Management, LLC's key employees include:

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

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Custom Wealth Management, LLC Employee Directory

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