Custom Wealth Management, LLC Employee Directory

Custom Wealth Management, LLC Global Highlights

Location

Employees

North America

9

• United States Of America
  7
• Canada
  2

Asia

1

• Singapore
  1

North America accounts for 90% of Custom Wealth Management, LLC's workforce, followed by Asia (10%).

Custom Wealth Management, LLC's Leadership

• 
  B. D. J.

  Client Relationship Manager

  Mobile Phone

  Email
• 
  N. C.

  Senior Hr Consultant

  Mobile Phone

  Email
• 
  M. M.

  Associate

  Mobile Phone

  Email

Custom Wealth Management, LLC Employee Metrics

• Banking
• Community & Social Services
• Other
• Business
• Human Resources

Banking is the largest department at 44% of profiles with a known department, down from 86% in January 2026, followed by Business (33%, up from 0%) and Community & Social Services (11%, down from 14%).

Contact profiles from Custom Wealth Management, LLC

• 
  B. D. J.

  Client Relationship Manager

  Mobile Phone

  Email

  Sep 10, 2026
• 
  N. C.

  Senior Hr Consultant

  Mobile Phone

  Email

  Sep 08, 2026
• 
  M. M.

  Associate

  Mobile Phone

  Email

  Canada, British Columbia

  Oct 25, 2026

• 1

Frequently Asked Questions

What are the largest departments at Custom Wealth Management, LLC?

Banking is the largest department at 44% of profiles with a known department, down from 86% in January 2026, followed by Business (33%, up from 0%) and Community & Social Services (11%, down from 14%). Custom Wealth Management, LLC's workforce spans 4 departments.

Where are Custom Wealth Management, LLC's employees located?

Custom Wealth Management, LLC has about 8 employees across 2 continents, most of them in North America. North America accounts for 90% of Custom Wealth Management, LLC's workforce, followed by Asia (10%). By country, the largest groups are United States Of America (70%), Canada (20%) and Singapore (10%).

How has Custom Wealth Management, LLC's workforce changed over the past year?

Custom Wealth Management, LLC's workforce grew 38% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 86% to 44%.

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

Custom Wealth Management, LLC has approximately 8 employees as of November 2026. These team members are located across 2 continents, including North America and Asia.

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

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

• Client Relationship Manager: B. D. J.
• Senior Hr Consultant: N. C.
• Associate: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Custom Wealth Management, LLC known for?

Custom Wealth Management, LLC was founded in 2005 and operates in the Financial Services industry. You can contact Custom Wealth Management, LLC's main corporate office by phone at

+1-315-753-****

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