# Curtain Wealth Planning L.L.C.

> Curtain Wealth Planning L.L.C. is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 13, 2026.

- CRD: 327595
- Filed as: CURTAIN WEALTH PLANNING L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327595
- AdvisorCensus page: https://advisorcensus.com/firm/curtain-wealth-planning-l-l-c-327595

## Quick answers

**How is Curtain Wealth Planning L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Curtain Wealth Planning L.L.C. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Curtain Wealth Planning L.L.C. registered with the SEC or a state?**
Curtain Wealth Planning L.L.C. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327595.

**Does Curtain Wealth Planning L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327595

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- curtainwp.com
- LinkedIn @stephen-lay-5194542ba

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curtain Wealth Planning L.L.C. (CRD 327595): Form ADV filing data as of October 2026.