Curtis Wealth Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$149M
Discretionary
$149M
100% of AUM
Avg account
$490K
Accounts
303
Employees
2
Advisory reps
2

Firm details

Headquarters
Henderson, Nevada
CRD number
312245
Registered since
December 20, 2024
Website
curtiswm.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI73.43%
  • Individuals26.57%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Curtis Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. The firm is owner-operated and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee structure combines a percentage of assets under management with hourly charges. Curtis identifies itself as a capital allocator, and does not report active ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Cash & Cash Equivalents 7%, Exchange Traded Equities 2%, US Government Bonds 1%, Other 1%89%
  • Public Funds/Mutual Funds89%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities2%
  • US Government Bonds1%
  • Other1%

Contacts

2 of 2
  • Robert Helgeland

    Robert Helgeland

    Wealth Management AdvisorCRD 3063747

  • Jordan Curtis

    Jordan Curtis

    FounderCRD 4950045

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$129M in ETFs

Passive

59%

$76.3M

Active

23%

$52.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$7.5M66,3035.83%
Unlock additional holdings →

Location

Primary office

Henderson, NV

Clark

Location

Henderson, NV

Headquartered in Henderson, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
170 S Green Valley Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth