CURTIS WEALTH MANAGEMENT LLC

CURTIS WEALTH MANAGEMENT LLC of HENDERSON, NV is an SEC-registered investment adviser (CRD 312245). Regulatory assets under management: $148.5M.

Registration

• CRD: 312245
• SEC file number: 801-131657
• Type: Registered investment adviser
• Location: 170 S. GREEN VALLEY PARKWAY, SUITE 300 (OFFICE 351), HENDERSON, NV, 89012
• Phone: 702-720-3551
• Latest filing: 2026-03-23
• Regulatory AUM: $148.5M
• Discretionary AUM: $148.5M
• Clients: 2
• Accounts: 303

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312245 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search