# CURIO WEALTH, LLC

CURIO WEALTH, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 328178
- Type: SEC-registered investment adviser
- SEC file number: 801-128998
- Location: 721 MELVIN AVE, ANNAPOLIS, MD, 21401
- Phone: 410-449-2599
- Latest filing: 2026-03-10
- Regulatory AUM: $460.7M
- Discretionary AUM: $460.7M
- Clients: 13
- Accounts: 356

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Lyn Ann Dippel | CHIEF COMPLIANCE OFFICER | — |
| Jacob Watson Sadler | MEMBER | — |
| James Scott Kantowski | MEMBER | — |
| Elizabeth Grace Gillette | MEMBER | — |
| Yvonne Michele Scoggins | MEMBER | — |
| Samantha Lynn Sachs | MEMBER | — |
| DIPPEL LYN ANN | CHIEF COMPLIANCE OFFICER | — |
| KANTOWSKI JAMES SCOTT | MEMBER | — |
| SADLER JACOB WATSON | MEMBER | — |
| GILLETTE ELIZABETH GRACE | MEMBER | — |
| SCOGGINS YVONNE MICHELE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328178/similar
- Related entities: https://search.stillhousedata.com/firm/328178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328178

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.