CURTIS WEALTH MANAGEMENT LLC
CRD #312245 SEC #801-131657 HENDERSON, NV 702-720-3551
SEC Registered
Total AUM
$128.4M
Discretionary
$110.3M
Employees
2
Clients
1
Accounts
336
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $123.8M | $110.3M | $13.5M | 2 | 0 |
| Sep 2025 | $128.4M | $110.3M | $18.1M | 2 | 0 |
| Mar 2025 | $121.6M | $110.1M | $11.5M | 2 | 0 |
| Feb 2025 | $144.9M | $144.9M | $0 | 2 | 0 |
| Jan 2025 | $144.9M | $144.9M | $0 | 2 | 0 |
| Dec 2024 | $144.9M | $144.9M | $0 | 2 | 0 |
| Nov 2024 | $144.9M | $144.9M | $0 | 2 | 0 |
DateSep 2025
Total AUM$123.8M
Discretionary$110.3M
Non-Disc.$13.5M
Employees2
Clients0
DateSep 2025
Total AUM$128.4M
Discretionary$110.3M
Non-Disc.$18.1M
Employees2
Clients0
DateMar 2025
Total AUM$121.6M
Discretionary$110.1M
Non-Disc.$11.5M
Employees2
Clients0
DateFeb 2025
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0