Key facts
- CURIO WEALTH, LLC is a other based in ANNAPOLIS, MD.
- CURIO WEALTH, LLC reports $2.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 328178- Regulatory AUM
- $2.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 13
- Registered office
- ANNAPOLIS, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CURIO WEALTH, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CURIO WEALTH, LLC's AUM?
- CURIO WEALTH, LLC manages approximately $2.1M in assets.