Curio Wealth, LLC
● SEC registered since 2023CRD 328178SEC# 801-128998Annapolis, MD
Reg. AUM
$460.7M
Employees
13
Accounts
356
Location
Annapolis, MD
Curio Wealth, LLC assets under management
Curio Wealth, LLC operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2023. It reports $460.7 million in regulatory assets under management and employs 13 people.
Curio Wealth, LLC owners & executives
6 reported| 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 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Curio Wealth, LLC manage?
Curio Wealth, LLC reports $460.7 million in regulatory assets under management on its Form ADV.
How many employees does Curio Wealth, LLC have?
Curio Wealth, LLC reports 13 employees.
Where is Curio Wealth, LLC located?
Curio Wealth, LLC is based in Annapolis, MD and has been SEC-registered since 2023.
Does Curio Wealth, LLC disclose fund performance?
Curio Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$460.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$460.7Mregulatory AUM
Discretionary $460.7M