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CURIO WEALTH, LLC

CRD 328178 · SEC 801-128998

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721 MELVIN AVE, ANNAPOLIS, MD, 21401, United States

Phone

410-449-2599

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$460.7M

Discretionary AUM

$460.7M

Team

13 total employees; 9 advisory reps; 26 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals304$208.4M
High net worth individuals50$246.8M

States served

CA, DE, DC, MD, MA, NY, NC, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD