Curio Wealth, LLC
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 328178
- Registered since
- November 6, 2023
- Website
- curiowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.57%
- Individuals45.24%
- Pension & Profit Sharing Plans1.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Curio Wealth, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm serves individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Curio identifies as an active ESG investor and appears to integrate environmental, social, or governance considerations into its investment approach.
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 Funds90%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$306M in ETFs
5%
$16.5M
95%
$289M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $57.3M | 1,108,237 | 18.73% |
Location
Annapolis, MD
Anne Arundel
Location
Annapolis, MD
Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 721 Melvin Ave
- Time zone
- ET (UTC-5)
- Office locations
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