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CURRAN WEALTH MANAGEMENT
Legal name: CIM, LLC
CRD 132136File 801-63553
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$804.3M
Above cohort median (national)
Discretionary AUM
$770.7M
Non-discretionary $33.6M
Clients
385
1,074 accounts
Employees
12
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 13, 2004
- Principal office
- 30 S. PEARL STREET, 9TH FLOOR, ALBANY, NY, 12207
- Phone
- 518-391-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $804.3M
- Discretionary AUM
- $770.7M
- Non-discretionary AUM
- $33.6M
- Discretionary accounts
- 1,018
- Non-discretionary accounts
- 56
- Total accounts
- 1,074
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $17.7M |
| Charitable organizations | 7 | $4.8M |
| Other investment advisers | 1 | $8.3M |
| High net worth individuals | 168 | $692.8M |
| Pension and profit sharing plans | 3 | $6.6M |
| Individuals (other than high net worth individuals) | 201 | $74.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.