firm profile
Curtis Wealth Management LLC
Overview
Curtis Wealth Management LLC is an SEC registered investment adviser based in Henderson, NV, registered since 2021. It reports $149M in assets under management across 303 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $149M
- Discretionary
- 100%
- Accounts
- 303
- Average account
- $49K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2021
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Jordan Robert Curtis Managing Member, Chief Compliance Officer CRD 4950045
Advisory reps 2 of 2
- Jordan Robert Curtis Insurance Agent · Investment Adviser Rep CRD 4950045
- Robert Allan Helgeland Investment Adviser Rep CRD 3063747
Location
- Headquarters
- 170 S Green Valley Pkwy Ste 300 Ofc 351
Henderson, NV 89012 - County
- Clark
- Metro area
- Las Vegas-Henderson-Paradise, NV
- Region
- West
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: curtiswm.com
Every state, with registration dates
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