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, owner-operated registered investment adviser that began SEC registration in 2023. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed fees, and the firm self-identifies as an active ESG investor, incorporating environmental, social or governance considerations into its client work and manager selection. Curio Wealth does not act as a capital allocator; its model centers on advising and implementing solutions for private clients rather than running proprietary alternative investment platforms.
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%
Contacts
3 of 9
Lyn Dippel
Founder & Senior AdvisorCRD 4429564
James Kantowski
Founder & Senior AdvisorCRD 4417452
Jacob Sadler
FounderCRD 6063941
Wealth 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
Similar firms
MRE Management, LLC
RIAAnnapolis, MD
Westbourne Investment Advisors Inc.
RIAAnnapolis, MD
Mdrn Capital
RIAAnnapolis, MD
HF Advisory Group, LLC
RIAAnnapolis, MD
1 North Wealth Services, LLC
RIAAnnapolis, MD
Valuewealth Services, LLC
RIAAnnapolis, MD