Curtis Wealth Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$149M
Discretionary
$149M
100% of AUM
Avg account
$490K
Accounts
303
Employees
2
Advisory reps
2

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

FINTRX

Overview

Curtis Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is individually owned and serves primarily individuals and families. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is a mix of percentage‑of‑AUM fees and hourly charges. Curtis identifies as a capital allocator and does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Cash & Cash Equivalents 7%, Exchange Traded Equities 2%, US Government Bonds 1%, Other 1%89%
  • Public Funds/Mutual Funds89%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities2%
  • US Government Bonds1%
  • Other1%

Contacts

2 of 2
  • Robert Helgeland

    Robert Helgeland

    Wealth Management AdvisorCRD 3063747

  • Jordan Curtis

    Jordan Curtis

    FounderCRD 4950045

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 60

Active vs passive

$144M in ETFs

Passive

52%

$75.1M

Active

21%

$68.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$11M14,7427.67%
Unlock additional holdings →

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth