CURIO WEALTH, LLC
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 328178
- Registered since
- November 6, 2023
- Website
- curiowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.57%
- Individuals45.24%
- Pension & Profit Sharing Plans1.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Curio Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Curio identifies as an active ESG investor and does not operate as a capital allocator; it appears to implement client strategies primarily through externally managed funds and other third-party vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 9LYN DIPPEL
Founder & Senior AdvisorCRD 4429564
JAMES KANTOWSKI
Founder & Senior AdvisorCRD 4417452
JACOB SADLER
FounderCRD 6063941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 197Active vs passive
$275M in ETFs
7%
$18.7M
93%
$256M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $47.4M | 1,051,049 | 17.24% |
Location
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 721 Melvin Ave
- Time zone
- ET (UTC-5)
- Office locations
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