Jacob Sadler has held the title Member at Curio Wealth since October 2023, is not listed as a control person, but directly owns between 5% and 10% of the firm. Jacob Sadler holds an MA in Economic Geography from the University of Georgia and a BA from Appalachian State University.
Curio Wealth, LLC is an Annapolis, MD firm with $461M under management, 354 clients and 9 advisers across 9 offices, as of its September 2026 filing.
Jacob Sadler is a Founder and Senior Advisor at Curio Wealth, based in Asheville, North Carolina. He has worked as an advisor since 2011 and specializes in retirement income planning, with other areas of practice including portfolio management, Social Security planning, income tax planning and long term care planning. He has taught at Western Carolina University and the Osher Lifelong Learning Institute.
Jacob Sadler’s longest registration was 9 years at Woodstone Financial, LLC (2012–2022). Before joining Curio Wealth in 2024, Jacob Sadler was registered through Bay Point Wealth and Woodstone Financial, LLC.
- Curio Wealth, LLCCurrent– present · 2 yearsAsheville, NC · Adviser representative · Firm CRD 328178
- Bay Point Wealth– · 2 yearsAsheville, NC · Adviser representative · Firm CRD 123095
- Woodstone Financial, LLC– · 9 yearsAsheville, NC · Adviser representative · Firm CRD 127427
Professional designations
Listed by Curio Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jacob Sadler is registered as an investment adviser representative in North Carolina, since January 2024.
- North CarolinaSince 2 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Watson Sadler
- CRD
- 6063941
- Firm
- Curio Wealth · CRD 328178
- Role
- Member
- Office
- 30 TOWN SQUARE BLVD, Asheville, NC 28803
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curiowealth.com
Where does Jacob Sadler work?
Jacob Sadler has held the title Member at Curio Wealth, LLC since October 2023.
Is Jacob Sadler a financial advisor?
Yes. Jacob Sadler has a current investment-adviser registration in North Carolina, through Curio Wealth since January 2024.
How many years of experience does Jacob Sadler have?
Jacob Sadler has 14 years in the financial industry, since June 2012, across 3 adviser firms.
What exams has Jacob Sadler passed?
Jacob Sadler passed the Series 65 in June 2012.
Where did Jacob Sadler work before Curio Wealth?
Before Curio Wealth, Jacob Sadler was registered through Bay Point Wealth, December 2021 to December 2023; Woodstone Financial, LLC, June 2012 to January 2022.
Where is Jacob Sadler based?
Jacob Sadler’s registered office is in Asheville, NC.
Is Jacob Sadler registered with FINRA?
No. Jacob Sadler has no current broker registration.
Is Jacob Sadler a CFP?
Curio Wealth lists Jacob Sadler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Sadler’s record?
Search CRD 6063941 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Sadler’s full registration record.
