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CURTIS WEALTH MANAGEMENT LLC

HENDERSON, NV · CRD 312245 · IAPD ↗ · 702-720-3551

$148.5MRegulatory AUM
2Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CURTIS WEALTH MANAGEMENT LLC now reports custody of client assets ($20.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
March 2025 — CURTIS WEALTH MANAGEMENT LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2025 — CURTIS WEALTH MANAGEMENT LLC (HENDERSON, NV) is newly SEC-registered with $144.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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