Curtis Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Curtis Wealth Management reports 105 clients. They include 60 individual clients and 45 high-net-worth individuals. Of its assets, 100.0% ($149M across 303 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 27% |
| High-net-worth individuals | 43% | 73% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $39.5M | 26.6% | $658K |
| High-net-worth individuals | 45 | $109M | 73.4% | $2.42M |
| Total | 105 | $149M | 100% | $1.41M |
- Clients
- 60
- Regulatory AUM
- $39.5M
- AUM share
- 26.6%
- Avg. per client
- $658K
- Clients
- 45
- Regulatory AUM
- $109M
- AUM share
- 73.4%
- Avg. per client
- $2.42M
Total
- Clients
- 105
- Regulatory AUM
- $149M
- AUM share
- 100%
- Avg. per client
- $1.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Curtis Wealth Management charges 0.50%–1.10% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Consulting services are billed at $250 an hour and are negotiable.
- ERISA and 401(k) Plan Services
- Plan services are priced by a standard fee table or a negotiated rate, or as a fixed annual fee for larger plans.
- Stand-alone Financial Planning
- Stand-alone financial planning is $250 an hour with a $2,500 minimum fee; generally complimentary for management clients with $500,000 or more.
Jordan Curtis owns 75% or more of Curtis Wealth Management. It has 2 employees.
Leadership
Jordan CurtisManaging Member/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- Owns 75% or more of Curtis Wealth Management LLC
Jordan Curtis
Control person · since January 2021
Curtis Wealth Management’s regulatory assets grew from $122M (March 2025) to $149M (March 2026); clients rose from 95 to 105 and employees were 2 in both filings. In 2023, Wealth Advisors ($224M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $149M | 105 | 2 | 2 |
| March 2025 | $122M | 95 | 2 | 2 |
Firms that joined
20231 joined
- Wealth AdvisorsLast filed AUM $224M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Curtis Wealth Management has 1 office, with 2 listed addresses in Colorado and Nevada.
Colorado · 1 listed address
- 4450 Arapahoe Avenue, Boulder
Nevada · 1 listed address
- 170 S. Green Valley Parkway, Suite 300 (Office 351), HendersonHQ
Contact and registration details
- Legal name
- Curtis Wealth Management LLC
- Headquarters
- 170 S. Green Valley Parkway, Suite 300 (Office 351), Henderson, NV 89012
- Website
- curtiswm.com
- Phone
- 702-720-3551
- @74077000
- SEC file
- 801-131657
- Structure
- Nevada LLC
- Fiscal year end
- December
Curtis Wealth Management uses Fidelity ($147M) as custodian for its separately managed accounts. Curtis Wealth Management has custody of $20.1M in client assets for 26 clients.
- FidelityNational Financial Services LLC · Boston, MA · $147M100%
At year end, Curtis Wealth Management’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $118M across 55 positions; the largest are iShares TR (9.4%), iShares TR (7.5%) and Blackrock ETF Trust (7.2%).
What the accounts hold
- Stocks2%
- Funds89%
- Bonds1%
- Cash7%
- Other1%
- Variable annuity1%
Reported 13F holdings
- $118M
- Reported 13F value
- 55
- Positions
- 57.2%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF9.4%
- iShares TR · S&P 500 Grwt ETF7.5%
- Blackrock ETF Trust · iShares US Equit7.2%
- SPDR Series Trust · ST Str P500etf7.1%
- iShares TR · MSCI Acwi EX US5.3%
- Blackrock ETF Trust · Isha IN Ctry ETF4.7%
- Blackrock ETF Trust · Isha Syst AL ETF4.3%
- iShares TR · US Treas BD ETF4.2%
- SPDR Series Trust · ST Str P500val3.8%
- Blackrock ETF Trust · Isha I IN TE ETF3.7%
Together, the ten largest are 57.2% of reported value.
How many clients does Curtis Wealth Management have?
Curtis Wealth Management has 105 clients and manages $149 million for them, as of March 2026. They include 60 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Curtis Wealth Management offer?
Curtis Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Curtis Wealth Management charge?
Curtis Wealth Management charges 0.50%–1.10% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Curtis Wealth Management use?
Curtis Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Curtis Wealth Management have?
Curtis Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Curtis Wealth Management invest in?
At the end of its last fiscal year, Curtis Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 2% exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Curtis Wealth Management have a minimum investment?
Yes, Curtis Wealth Management’s minimum account size for its Investment Management is $500K.
Who owns Curtis Wealth Management?
Curtis Wealth Management’s direct owner is Jordan Curtis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Curtis Wealth Management get paid?
Curtis Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Curtis Wealth Management?
Curtis Wealth Management’s main office is at 170 S. Green Valley Parkway, Suite 300 (Office 351), Henderson, NV 89012. Its phone number is 702-720-3551. Its website is curtiswm.com.