Kyle Dean Whipple
Investment adviser representative at Custom Wealth Management
15 yearsExperience
1 stateRegistered in
$201MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Custom Wealth ManagementMay 2026 to now
- Ae Wealth Management, LLCSep 2020 to now
- Custom Wealth SolutionsAug 2019 to now
- Kalos CapitalNov 2012 to Aug 2020
- C. Curtis Financial GroupFeb 2011 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Custom Wealth Management
Legal name: Custom Wealth Management, LLC
$201MAssets managed
504Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5908301
- Firm CRD
- 340956