|
⚲
|
| Curio Wealth LLC
✚
| |
|---|---|
| CRD # | 328178 |
| SEC # | 801-128998 |
| CIK # | |
| AUM | $330.7 MM (2024-08-19) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 410-449-2599 |
| Address | 721 Melvin Ave Annapolis, MD 21401 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 84.8 |
| (b) Individuals (high net worth individuals) | 88 | 238.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,044 | 330.7 |
| By Discretionary | ||
| Discretionary | 1,044 | 330.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,044 | 330.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.7 | |
| Total | 1,044 | 330.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |
|
Wills Financial Group Inc
✚
|
VA | 0.3 |
|
Kailix Advisors LLC
✚
|
FL | 0.3 |
|
Walden Wealth Partners LLC
✚
|
OH | 0.3 |
|
HRC Wealth Management LLC
✚
|
ID | 0.3 |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 0.3 |
|
Antman Lester Murray
✚
|
CA | 0.3 |
|
Silicon Valley Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Red Wave Investments LLC
✚
|
PA | 0.3 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.3 |