RIA Intelligence

CURTIS WEALTH MANAGEMENT GROUP, LLC

CRD #130833 SEC #801-63124 ST PETERSBURG, FL 941-953-6602
SEC Registered
Total AUM
$19M
Discretionary
$14M
Employees
1
Clients
0
Accounts
250

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
CURTIS, KELLY, GENEIPRESIDENT/CEOD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEOD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
CURTIS, KELLY, GENEIMEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIEXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control
PAGNOTT, MICHELLE, LOUISEIMEMBER/EXECUTIVE VICE-PRESIDENTD Control

Registrations

Federal

IA
Mar 30, 2012 REGISTERED

Notice Filings (5)

CA FL NE NH VA

Address

4424 45TH ST SOUTH
ST PETERSBURG, FL 33711
United States
Phone: 941-953-6602