# Curtis Wealth Management LLC

> Curtis Wealth Management LLC is an SEC-registered investment advisory firm in Henderson, NV, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 312245
- Filed as: CURTIS WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Henderson, NV
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312245
- AdvisorCensus page: https://advisorcensus.com/firm/curtis-wealth-management-llc-henderson-nv-312245

## Quick answers

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

**What does Curtis Wealth Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.5% to 1.1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Curtis Wealth Management LLC located?**
Curtis Wealth Management LLC's principal office is in Henderson, NV, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Curtis Wealth Management LLC registered with the SEC or a state?**
Curtis Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 312245.

**How much does Curtis Wealth Management LLC manage?**
Curtis Wealth Management LLC reports $148,504,942 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Curtis Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Curtis Wealth Management LLC: Regulatory assets under management: $121,569,485 in the October 2025 data and $148,504,942 in the October 2026 data, up 22%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curtis Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (45).

**Which custodians does Curtis Wealth Management LLC use?**
Curtis Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Curtis Wealth Management 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/312245

**Does Curtis Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Curtis Wealth has an account minimum size of $500,000 which can be waived at the sole discretion of Jordan R. Curtis."

**What changed in Curtis Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $123,812,924 to $148,504,942 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.5% to 1.1% a year (a range, as the brochure states it)

> Fees are negotiable in the range between 1.1% and .5%.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Curtis Wealth has an account minimum size of $500,000 which can be waived at the sole discretion of Jordan R. Curtis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $148,504,942
- Discretionary: $148,504,942
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $39,459,836 |
| High net worth individuals | 45 | $109,045,106 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NV, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boulder, CO

### Websites listed on Form ADV (Item 1.I)
- curtiswm.com
- Facebook @CurtisWealth
- LinkedIn @74077000

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $121,569,485 | 2 | March 17, 2025 |
| October 2026 | $148,504,942 | 2 | March 23, 2026 |

Regulatory assets under management: $121,569,485 in the October 2025 data and $148,504,942 in the October 2026 data, up 22%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $123,812,924 to $148,504,942 (+20%).

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curtis Wealth Management LLC (CRD 312245): Form ADV filing data as of October 2026.