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Custom Wealth Management

Finance · Syracuse, New York

FinancialFinance
Syracuse, New York, United States6 employees$1.3M revenue
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Products & Services

FinancialFinanceFinancial Services

About Custom Wealth Management

This profile covers Custom Wealth Management, a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Syracuse, New York, United States.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Custom Wealth Management is one of 231,744 Financial companies listed in New York.

Business Contact Information

Phone
+1 (315) 7530050
Fax
+XXX (315) 7530050
Address
125 E Jefferson St, Syracuse, New York, 13202, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
6 (6-10)
Annual Revenue
$1.3M ($1M-$5M)

Custom Wealth Management: frequently asked questions

What does Custom Wealth Management do?

This profile covers Custom Wealth Management, a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Syracuse, New York, United States.

Where is Custom Wealth Management located?

Custom Wealth Management is headquartered at 125 E Jefferson St, Syracuse, New York, 13202, United States.

How many employees does Custom Wealth Management have?

Custom Wealth Management has about 6 employees (the 6-10 range).

What is Custom Wealth Management's annual revenue?

Custom Wealth Management's annual revenue is estimated at $1.3M (the $1M-$5M range).

What industry is Custom Wealth Management in?

Custom Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Custom Wealth Management?

Its website is customwealthmanagement.com and its phone number is +1 (315) 7530050.

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Manufacturing sales in New York, 2026

In New York, Factur's 2026 study counted 53 manufacturing quotes worth $5M and 8 purchase orders over 12 months: 15% of quotes became orders, against 21% nationally. See the New York data.

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