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Curtis Wealth Management LLC

● SEC registered since 2024CRD 312245SEC# 801-131657Henderson, NV
Export (members)
Reg. AUM
$121.6M
Employees
2
Accounts
518
Location
Henderson, NV

Curtis Wealth Management LLC assets under management

Curtis Wealth Management LLC is an investment advisory firm registered with the SEC based in Henderson, NV. The firm has been registered since 2024. It reports $121.6 million in regulatory assets under management and employs 2 people.
www.facebook.com/curtiswealthView on SEC.gov ↗

Curtis Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Jordan Robert Curtis ControlManaging Member/CcoOver 75%2021

Frequently asked questions

How much does Curtis Wealth Management LLC manage?

Curtis Wealth Management LLC reports $121.6 million in regulatory assets under management on its Form ADV.

How many employees does Curtis Wealth Management LLC have?

Curtis Wealth Management LLC reports 2 employees.

Where is Curtis Wealth Management LLC located?

Curtis Wealth Management LLC is based in Henderson, NV and has been SEC-registered since 2024.

Does Curtis Wealth Management LLC disclose fund performance?

Curtis Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address170 S. Green Valley Parkway, Suite 300 (office 351), Henderson, NV 89012
Phone702-720-3551
Office hours8 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.1M
Non-discretionary$11.5M
Total (RAUM)$121.6M