# Curio Wealth, LLC

> Curio Wealth, LLC is an SEC-registered investment advisory firm in Annapolis, MD, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 328178
- Filed as: CURIO WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328178
- AdvisorCensus page: https://advisorcensus.com/firm/curio-wealth-llc-annapolis-md-328178

## Quick answers

**How is Curio Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Curio Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Curio Wealth, LLC located?**
Curio Wealth, LLC's principal office is in Annapolis, MD, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Curio Wealth, LLC registered with the SEC or a state?**
Curio Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328178.

**How much does Curio Wealth, LLC manage?**
Curio Wealth, LLC reports $460,657,970 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have Curio Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for Curio Wealth, LLC: Regulatory assets under management: $330,681,038 in the October 2024 data and $460,657,970 in the October 2026 data, up 39%. Total employees: 10 in October 2024 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curio Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (50).

**Which custodians does Curio Wealth, LLC use?**
Curio Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Curio Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328178

**What changed in Curio Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $460,657,970
- Discretionary: $460,657,970
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $208,407,426 |
| High net worth individuals | 50 | $246,758,033 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,492,511 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, DE, FL, MA, MD, NC, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Asheville, NC

### Websites listed on Form ADV (Item 1.I)
- curiowealth.com
- Facebook @curiowealth
- Instagram @curiowealth
- LinkedIn @curiowealth
- YouTube @curiowealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $330,681,038 | 10 | August 19, 2024 |
| October 2025 | $384,296,399 | 10 | July 1, 2025 |
| October 2026 | $460,657,970 | 13 | September 15, 2026 |

Regulatory assets under management: $330,681,038 in the October 2024 data and $460,657,970 in the October 2026 data, up 39%.
Total employees: 10 in October 2024 and 13 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### September 2026
- Registered or notice-filed in CO.

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $384,296,399 to $460,657,970 (+20%).

### January 2026
- No longer registered or notice-filed in WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curio Wealth, LLC (CRD 328178): Form ADV filing data as of October 2026.