CURIO WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$460,657,970
Discretionary
$460,657,970
Non-discretionary
$0
Firm details
- CRD number
- 328178
- SEC file number
- 801-128998
- Main office
- ANNAPOLIS, MD, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTPS://CURIOWEALTH.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.