Investment adviser · CRD 312245
CURTIS WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
HENDERSON, NV, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $149M Form ADV · Item 5.F
- Client accounts
- 303 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $109,045,106 | 73.4% |
| Individuals | 60 | $39,459,836 | 26.6% |
Filing source
Form ADV 2072508 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
170 S. GREEN VALLEY PARKWAY, SUITE 300 (OFFICE 351)HENDERSON, NV, 89012, United States
CRD 312245
Filing source
Form ADV 2072508 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.