Custom Wealth Management

Business Services · 11-50 Employees

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Overview

Phone Number

(315) 753-0050

Revenue

<$5 Million

Industry

Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Custom Wealth Management

Custom Wealth Management is a company that operates in the HR & Staffing industry. It employs 10to19 people and has 1Mto5M of revenue.Explore more
Custom Wealth Management's Social MediaPopular SearchesCustom Wealth ManagementSIC Code 87,874NAICS Code 56,561Show more

Custom Wealth Management Org Chart

PhoneEmail
AH

Chief Operations Officer

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CS

Client Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Custom Wealth Management

<$5M
11-50
Private
-
-
AH
Andrew HodgeChief Operations Officer
$5.1M
1-10
Private
-
2021
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2021
LM
Leann MagaroClient Service Manager
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
DC
Donald CasparyOffice Manager
<$5M
1-10
Private
-
2009
Louis Marosi, President and Member at Linkage Capital Management
Louis MarosiPresident and Member
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Custom Wealth Management is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Custom Wealth Management is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Custom Wealth Management.

Top Business Services Companies

Frequently Asked Questions Regarding Custom Wealth Management

What is Custom Wealth Management's official website?
Custom Wealth Management's official website is www.teamcwm.com
What is Custom Wealth Management's Revenue?
Custom Wealth Management's revenue is <$5 Million
What is Custom Wealth Management's SIC code?
Custom Wealth Management's SIC: 87,874
What is Custom Wealth Management's NAICS code?
Custom Wealth Management's NAICS: 56,561
How many employees does Custom Wealth Management have?
Custom Wealth Management has 11-50 employees
What industry does Custom Wealth Management belong to?
Custom Wealth Management is in the industry of: Business Services, Human Resources Management Systems (HRMS)
What is Custom Wealth Management competition?
Custom Wealth Management top competitors include: Verity Wealth Advisors, Young Financial Group, Boardwalk Wealth Management, Linkage Capital Management
How do I contact Custom Wealth Management?
Custom Wealth Management contact info: Phone number: (315) 753-0050 Website: www.teamcwm.com
What does Custom Wealth Management do?

Custom Wealth Management is a company that operates in the HR & Staffing industry. It employs 10to19 people and has 1Mto5M of revenue.... Read More

What are Custom Wealth Management social media links?
Custom Wealth Management Linkedin page Custom Wealth Management Twitter page Custom Wealth Management Facebook page
Is Custom Wealth Management a public company?
Custom Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Custom Wealth Management

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