Curtis Financial Planning
Curtis Financial Planning is an SEC-registered ria with $163.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Curtis Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136785, SEC 801-132154, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $163.5M (2026-03-30)
- Firm type
- Ria
- Employees
- 1
- Clients
- 76
- CRD
- 136785
- Ownership
- CURTIS, CATHERINE
How much AUM does Curtis Financial Planning have?
Curtis Financial Planning reported $163.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Curtis Financial Planning?
Disclosed owners and executives of Curtis Financial Planning include CURTIS, CATHERINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.