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CURTIS WEALTH MANAGEMENT LLC

CRD 312245 · SEC 801-131657

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170 S. GREEN VALLEY PARKWAY, SUITE 300 (OFFICE 351), HENDERSON, NV, 89012, United States

Phone

702-720-3551

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$148.5M

Discretionary AUM

$148.5M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals60$39.5M
High net worth individuals45$109.0M

States served

CO, NV, UT

All web addresses on file

Official SEC filing: View on IAPD