CURIO WEALTH, LLC

CRD #328178 SEC #801-128998 ANNAPOLIS, MD 410-449-2599

SEC Registered

Total AUM

$384.3M

Discretionary

$384.3M

Employees

Clients

251

Accounts

349

Firm Details

Organization Type: Limited Liability Company
State of Formation: Maryland
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 21, 2025
Branch Offices: 10

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	D	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	D	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	D	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	D	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
DIPPEL, LYN, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
KANTOWSKI, JAMES, SCOTT	I	MEMBER	C	Control
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
GILLETTE, ELIZABETH, GRACE	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SADLER, JACOB, WATSON	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
SCOGGINS, YVONNE, MICHELE	I	MEMBER	A
Sachs, Samantha, Lynn	I	MEMBER	A
Sachs, Samantha, Lynn	I	MEMBER	A
Sachs, Samantha, Lynn	I	MEMBER	A

Registrations

Federal

Nov 21, 2025 REGISTERED

Notice Filings (12)

CA DC DE FL MA MD NC NY PA TX VA WI

Address

721 MELVIN AVE
ANNAPOLIS, MD 21401
United States

Phone: 410-449-2599