C
CRD: 334515
Custom Wealth Solutions
Houston, TX
7137244518
$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2025
- Office Locations
- 2
Office Locations
17510 Huffmeister Rd. #106 Cypress TX
-- Houston TX
About Custom Wealth Solutions
Custom Wealth Solutions is a Houston-based RIA with 2 offices. The firm has been operating for 1 years. Managing $26.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
55 AVG AGE
$13.0M AVG AUM / ADVISOR
$577.8K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector Radial bridge
Client Personas
Oak
Investment Themes
Delta
Investment Vehicles
Catalyst focus
Platform
Element
Services
Ember Signal harbor Quantum frontier
Owner & Executives
K
KAREN LEA PONG
Chief Compliance Officer, Financial Advisor
- CRD
- #2310544
- Ownership
- 75% or more
(716) 364-7820
insight.oak@eaglecapital.com
in linkedin.com/in/element-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
D
DEBORAH WAYNELL ANDREWS
--
- CRD
- #2205361
(956) 636-4477
eagle.frontier@insightcapital.com
in linkedin.com/in/wave-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,000,000
Equity - Exchange:
69.6% Public Funds:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,262,225,705 | 69.6% |
| Public Funds | $2,735,225,020 | 30.4% |
| Total | $8,997,450,725 | 100.0% |