Overview
Assets Under Management: $149 million
Headquarters: HENDERSON, NV
High-Net-Worth Clients: 45
Average Client Assets: $2.4 million
Frequently Asked Questions
CURTIS WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312245), CURTIS WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CURTIS WEALTH MANAGEMENT LLC is headquartered in HENDERSON, NV.
CURTIS WEALTH MANAGEMENT LLC serves 45 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, CURTIS WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CURTIS WEALTH MANAGEMENT LLC manages $149 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, CURTIS WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.43%
Average Client Assets: $2.4 million
Total Client Accounts: 303
Discretionary Accounts: 303
Regulatory Filings
CRD Number: 312245
Filing ID: 2072508
Last Filing Date: 2026-03-23 10:54:49