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CURRAN WEALTH MANAGEMENT

ALBANY, NY · CRD 132136 · IAPD ↗ · 518-391-4200

$804.3MRegulatory AUM
10Advisory reps
12Employees
30Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — CURRAN WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.