Custom Wealth Solutions

Financial Services • Plymouth, Michigan, United States • 1-10 Employees

Company overview

Headquarters	41081 ANN ARBOR RD E, PLYMOUTH, MI 48170-4478, US
Phone number	+1481704478
Website	customwealthsolutions.com
NAICS	52
SIC	628
Keywords	Tax Planning, Medicare, Income Planning, Retirement Planning, Portfolio Management, Long Term Care, Social Security Claiming Strategies
Founded	1985
Employees	1-10
Socials

Key Contact at Custom Wealth Solutions

Michelle Overaitis

Marketing Director / Office Manager

Custom Wealth Solutions Email Formats

Custom Wealth Solutions uses 2 email formats. The most common is {first name} (e.g., john@customwealthsolutions.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@customwealthsolutions.com	66.7%
{first initial}	j@customwealthsolutions.com	33.3%

About Custom Wealth Solutions

Custom Wealth Solutions in partnership with Custom Tax Solutions provides a comprehensive one-stop-shop for all your Retirement needs. We start with helping you determine what income you will need in retirement, how to get that income in a tax-efficient way, and that can lead us to recommend strategies designed to help you meet your specific retirement goals. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Custom Wealth Solutions are not affiliated companies.

Custom Wealth Solutions revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Custom Wealth Solutions has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Custom Wealth Solutions has never raised funding before.

Custom Wealth Solutions Tech Stack

Discover the technologies and tools that power Custom Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Wistia

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Akismet

WordPress plugins

Frequently asked questions

Custom Wealth Solutions is located in Plymouth, Michigan, US.

You can reach Custom Wealth Solutions at +1481704478.

Custom Wealth Solutions was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Custom Wealth Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Custom Wealth Solutions

Michelle Overaitis

Marketing Director / Office Manager

4.8

40,000 users