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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.

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

Custom Wealth Management, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    7
  • Canada
    2

Custom Wealth Management, LLC's Leadership

  • Client Relationship Manager at Custom Wealth Management, LLC
    B. D. J.
    Client Relationship Manager
    Mobile Phone
  • Senior Hr Consultant at Custom Wealth Management, LLC
    N. C.
    Senior Hr Consultant
    Mobile Phone
  • Associate at Custom Wealth Management, LLC
    M. M.
    Associate
    Mobile Phone

Custom Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other
  • Business
  • Human Resources

Contact profiles from Custom Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Client Relationship Manager at Custom Wealth Management, LLC
    B. D. J.
    Client Relationship Manager
    Mobile Phone
    Sep 10, 2026
  • Senior Hr Consultant at Custom Wealth Management, LLC
    N. C.
    Senior Hr Consultant
    Mobile Phone
    Sep 08, 2026
  • Associate at Custom Wealth Management, LLC
    M. M.
    Associate
    Mobile Phone
    Canada, British Columbia
    Sep 18, 2026

Frequently Asked Questions

What is Custom Wealth Management, LLC known for?

Minus sign iconPlus sign iconCustom 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.

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

Minus sign iconPlus sign iconCustom Wealth Management, LLC employees' email format typically follows the pattern of First.Last@teamcwm.com. 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?

Minus sign iconPlus sign iconCustom Wealth Management, LLC has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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

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

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