# Curran Wealth Management

Curran Wealth Management is a Bank / Wealth / Trust based in Albany, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albany, United States
- **Region:** North America
- **Address:** Albany, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** curranllc.com
- **LinkedIn:** https://www.linkedin.com/company/curranwealthmanagement

## Regulatory record

- **CRD number:** 132136
- **SEC file number:** 801-63553
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132136

## About

Curran Wealth Management was established in 2004 as a New York-based registered investment advisor. It focuses on wealth management services for individuals and family entities. The firm provides asset management alongside tax planning and portfolio construction. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. Team size, additional offices, and recent operational events remain undisclosed. No adjacent vehicles or dated activity from the past 24 months are documented. The structure operates as a standard RIA without evident single-family mandate or proprietary sourcing mechanisms.

## Questions

### Who runs investment decisions at Curran Wealth Management?

No named principals or CIO appear in public sources.

### Does Curran Wealth Management participate in fund commitments or only direct deals?

Available records do not specify fund commitments or direct deal activity.

## Related profiles

- [Curran Financial Partners](https://altss.com/profile/curran-financial-partners)
- [Current Capital](https://altss.com/profile/current-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/curran-wealth-management

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