Curtis Wealth Management LLC
Curtis Wealth Management LLC is an SEC-registered wealth manager in Henderson, NV with $148.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Curtis Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312245, SEC 801-131657, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $148.5M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Henderson, NV
- Employees
- 2
- Clients
- 105
- CRD
- 312245
- Ownership
- CURTIS, JORDAN, ROBERT
How much AUM does Curtis Wealth Management LLC have?
Curtis Wealth Management LLC reported $148.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Curtis Wealth Management LLC?
Disclosed owners and executives of Curtis Wealth Management LLC include CURTIS, JORDAN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.