| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Grace Gillette | Member | 5-10% | 2024 |
| Jacob Watson Sadler | Member | 5-10% | 2023 |
| James Scott Kantowski Control | Member | 25-50% | 2023 |
Curio Wealth, LLC reports $384.3 million in regulatory assets under management on its Form ADV.
Curio Wealth, LLC reports 10 employees.
Curio Wealth, LLC is based in Annapolis, MD and has been SEC-registered since 2023.
Curio Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 721 Melvin Ave, Annapolis, MD 21401 |
| Phone | 410-449-2599 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $384.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $384.3M |