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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Curtis Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Curtis Wealth Management charge?","answer":"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.","source":"ADV PART 2A CURTIS WEALTH, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Curtis Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Curtis Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Curtis Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Curtis Wealth Management have a minimum investment?","answer":"Yes, Curtis Wealth Management’s minimum account size for its Investment Management is $500K.","source":"ADV PART 2A CURTIS WEALTH, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Curtis Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Curtis Wealth Management get paid?","answer":"Curtis Wealth Management is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}