Curtis Wealth Management LLC
● SEC registered since 2024CRD 312245SEC# 801-131657Henderson, NV
Reg. AUM
$148.5M
Employees
2
Accounts
303
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 $148.5 million in regulatory assets under management and employs 2 people.
Curtis Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Robert Curtis Control | Managing Member/Cco | Over 75% | 2021 |
Frequently asked questions
How much does Curtis Wealth Management LLC manage?
Curtis Wealth Management LLC reports $148.5 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
| Address | 170 S. Green Valley Parkway, Suite 300 (office 351), Henderson, NV 89012 |
| Phone | 702-720-3551 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.5M▲ 3%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$148.5Mregulatory AUM
Discretionary $148.5M