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| Happy Holidays!! thanks for using AUM13F!! |
| Curtis Wealth Management LLC
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| CRD # | 312245 |
| SEC # | 801-131657 |
| CIK # | |
| AUM | $121.6 M (2025-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 702-720-3551 |
| Address | 170 S Green Valley Parkway Henderson, NV 89012 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 29.9 |
| (b) Individuals (high net worth individuals) | 44 | 91.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 518 | 121.6 |
| By Discretionary | ||
| Discretionary | 474 | 110.1 |
| Non-Discretionary | 44 | 11.5 |
| Total | 518 | 121.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.6 | |
| Total | 518 | 121.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Networth Financial Services LLC
✚
|
GA | 0.1 |
|
PMG Family Office LLC
✚
|
TX | 0.1 |
|
Markle Financial LLC
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WY | 0.1 |
|
Ashbay Capital LLC
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|
NY | 0.1 |
|
Bourke Wealth Management
✚
|
CA | 0.1 |
|
ATFS Advisers LLC
✚
|
0.1 | |
|
Mueller Wealth LLC
✚
|
WI | 0.1 |
|
The Cerato Group LLC
✚
|
NH | 0.1 |
|
Total Wealth Services LLC
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |