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CURIO WEALTH, LLC
CRD 328178File 801-128998
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$460.7M
Above cohort median (national)
Discretionary AUM
$460.7M
Clients
354
356 accounts
Employees
13
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 6, 2023
- Principal office
- 721 MELVIN AVE, ANNAPOLIS, MD, 21401
- Phone
- 410-449-2599
- Website
- HTTPS://CURIOWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $460.7M
- Discretionary AUM
- $460.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 356
- Non-discretionary accounts
- 0
- Total accounts
- 356
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $246.8M |
| Pension and profit sharing plans | Fewer than 5 | $5.5M |
| Individuals (other than high net worth individuals) | 304 | $208.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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.