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Building 2CURI WEALTH MANAGEMENT, LLC

Map pinRALEIGH, NC
Phone919-890-0515
NotebookSEC #801-106626
Total AUM
$54.7M
Employees
6
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 SPRING FOREST ROAD
SUITE 235
RALEIGH
NC 27609
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
919-890-0515

ReceiptFinancials

Total AUM
$54.7M
Accounts
106
Discretionary
$54.7M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
105
AUM
$43.6M
Corporation or Business Clients
1
AUM
$11.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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