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Building 2CURTIS WEALTH MANAGEMENT LLC

Map pinHENDERSON, NV
Phone702-720-3551
NotebookSEC #801-131657
Total AUM
$148.5M
Employees
2
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 S. GREEN VALLEY PARKWAY
SUITE 300 (OFFICE 351)
HENDERSON
NV 89012
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
702-720-3551
Other Offices
1

ReceiptFinancials

Total AUM
$148.5M
Accounts
303
Discretionary
$148.5M
Accounts
303
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$39.5M
HNW Individual Clients
45
AUM
$109M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONVUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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