CURIO WEALTH, LLC

721 Melvin Ave
Annapolis, Maryland 21401
Tel: 410-449-2599

About CURIO WEALTH, LLC

CURIO WEALTH, LLC, formally registered with the SEC as CURIO WEALTH, LLC. The firm was established in 11/06/2023. They have over 8 offices throughout the country.

CURIO WEALTH, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $330,681,038 assets under management, offering retirement planning & investment advisory services to 1044 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328178
SEC#	801-128998
Assets Managed by Firm	$330,681,038
No. of Clients	1044
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1044	$330,681,038
Individuals (other than high net worth individuals)	216	$84,752,935
High net worth individuals	88	$238,583,304
Pension and profit sharing plans	Fewer than 5 clients	$7,344,799

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