Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 12/20/2024
Other registrations (7)
Former registrations

CURTIS WEALTH MANAGEMENT LLC

ADV Location HENDERSON, NV, United States
Contact Info 702 xxxxxxx
Websites
AUM* 148,504,942 16%
of that, discretionary 148,504,942 35%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 490,115 28%
% High Net Worth 42.86% -7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

149M 127M 106M 85M 64M 42M 21M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees