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 ServicesUnited 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
7

United States Of America
7

Custom Wealth Management, LLC's Leadership

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

Contact profiles from Custom Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

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

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 E. Jefferson St., Suite 1510 Syracuse , New York 13202, US; 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 December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Custom Wealth Management, LLC's key employees include:

Client Relationship Manager: B. D. J.
Senior Hr Consultant: N. C.
Wealth Management Intern: A. S.
Private Wealth Management: S. C.
Operations Specialist: A. H.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.