CURIO WEALTH, LLC
CRD #328178 SEC #801-128998 ANNAPOLIS, MD 410-449-2599
SEC Registered
Total AUM
$384.3M
Discretionary
$384.3M
Employees
10
Clients
251
Accounts
349
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Oct 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Aug 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Jul 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Jun 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Apr 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Mar 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Mar 2025 | $384.3M | $384.3M | $0 | 10 | 23 |
| Oct 2024 | $330.7M | $330.7M | $0 | 10 | 0 |
| Aug 2024 | $330.7M | $330.7M | $0 | 10 | 0 |
| Aug 2024 | $330.7M | $330.7M | $0 | 10 | 0 |
| Mar 2024 | $330.7M | $330.7M | $0 | 10 | 0 |
| Mar 2024 | $330.7M | $330.7M | $0 | 10 | 0 |
| Jan 2024 | $0 | $0 | $0 | 4 | 0 |
| Jan 2024 | $0 | $0 | $0 | 4 | 0 |
| Nov 2023 | $0 | $0 | $0 | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateOct 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateAug 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateJul 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateJun 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateApr 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateMar 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateMar 2025
Total AUM$384.3M
Discretionary$384.3M
Non-Disc.$0
Employees10
Clients23
DateOct 2024
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2024
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2024
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0