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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 16, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
| CURTIS, JORDAN, ROBERT | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Sep 16, 2025 REGISTERED
Notice Filings (4)
CO NE NV UT
Address
170 S. GREEN VALLEY PARKWAYSUITE 300 (OFFICE 351)
HENDERSON, NV 89012
United States
Phone: 702-720-3551