RIA Intel›Advisers›Arizona›CUSTOM WEALTH MANAGEMENT INC

CUSTOM WEALTH MANAGEMENT INC

Advisory

AZ

Data as of Jun 16, 2026 · Source: SEC Form ADV

Average account

$376K

across 68 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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AEGIS FINANCIAL GROUP, INC.

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