CURI Wealth Management LLC
- Assets, Funds, Holdings
| CURI Wealth Management LLC
|
| CRD # | 281133 |
| SEC # | 801-118864 |
| CIK # | 0001721370, 0001851184 |
| AUM |
|
| Employees |
23 (74% Investors, 13% Brokers)
|
| Phone | 984-202-2800 |
| Address | 700 Spring Forest Road
Raleigh, NC 27609 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
286
|
95.0 |
| (b) Individuals (high net worth individuals) |
187
|
599.9 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
3 |
177.2 |
| (g) Pension and profit sharing plans |
24 |
145.2 |
| (h) Charitable organizations |
4 |
6.6 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
1 |
250.9 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
3 |
129.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,746 |
1,403.8 |
| By Discretionary |
| Discretionary |
1,742 |
1,403.5 |
| Non-Discretionary |
4 |
0.3 |
| Total |
1,746 |
1,403.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,403.8 |
| Total |
1,746 |
1,403.8 |
| Firm Profile (Form ADV) |
| Clients | 10 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}
{"uid": 218413668, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
327952197