Curio Wealth, LLC
Curio Wealth, LLC is an SEC-registered wealth manager in Annapolis, MD with $460.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Curio Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328178, SEC 801-128998, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $460.7M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Annapolis, MD
- Employees
- 13
- Clients
- 354
- CRD
- 328178
- Ownership
- SADLER, JACOB, WATSON; KANTOWSKI, JAMES, SCOTT; GILLETTE, ELIZABETH, GRACE; Sachs, Samantha, Lynn; DIPPEL, LYN, ANN
How much AUM does Curio Wealth, LLC have?
Curio Wealth, LLC reported $460.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Curio Wealth, LLC?
Disclosed owners and executives of Curio Wealth, LLC include SADLER, JACOB, WATSON, KANTOWSKI, JAMES, SCOTT, GILLETTE, ELIZABETH, GRACE, Sachs, Samantha, Lynn, DIPPEL, LYN, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.