Curtis Wealth Management LLC
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
FINTRXOverview
Curtis Wealth Management LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2024. The firm focuses on serving individual and family clients, offering comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection services. Curtis Wealth charges clients primarily by a percentage of assets under management and also uses hourly billing for certain engagements. It positions itself as a capital allocator, sourcing and allocating to outside managers when appropriate. The firm does not list itself as an active ESG investor.
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 Funds89%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
- US Government Bonds1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$153M in ETFs
49%
$74.6M
23%
$78.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $10.2M | 134,538 | 6.65% |
Location
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
Similar firms
RJJ Pasadena Securities, Inc.
RIAHenderson, NV
Diazo, LLC
RIAHenderson, NV
Desert Capital Advisors, LLC
RIAHenderson, NV
Cassady Wealth & Retirement Planning L.L.C.
RIAHenderson, NV
Bufferlabs
RIAHenderson, NV
West Ridge Advisors
RIAHenderson, NV