CURIO WEALTH, LLC

ANNAPOLIS, Maryland·5 registered advisors·CRD# 328178
SEC# 801-1289987410-449-2599
01

Firm Overview

AUM
$331M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CURIO WEALTH, LLC

5 registered advisors
Elizabeth Grace Gillette
ANNAPOLIS, Maryland
Jacob Watson Sadler
ANNAPOLIS, Maryland
James Scott Kantowski
ANNAPOLIS, Maryland
Lyn Ann Dippel
ANNAPOLIS, Maryland
Yvonne Michele Scoggins
ANNAPOLIS, Maryland
05

Office Locations

ANNAPOLIS, Maryland
5 advisors

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Data sourced from SEC Form ADV filings. CURIO WEALTH, LLC (CRD# 328178) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.