CURTIS WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- HENDERSON, Nevada
- CRD number
- 312245
- Registered since
- December 20, 2024
- Website
- curtiswm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI73.43%
- Individuals26.57%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Curtis Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. The firm is owner-operated and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee structure combines a percentage of assets under management with hourly charges. Curtis identifies itself as a capital allocator, and does not report active ESG investing.
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 Funds89%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
- US Government Bonds1%
- Other1%
Contacts
2 of 2ROBERT HELGELAND
Wealth Management AdvisorCRD 3063747
JORDAN CURTIS
FounderCRD 4950045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$129M in ETFs
59%
$76.3M
23%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $7.5M | 66,303 | 5.83% |
Location
HENDERSON, NV
CLARK
Location
HENDERSON, NV
Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 170 S Green Valley Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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