# Curtain Wealth Planning

Curtain Wealth Planning is a Bank / Wealth / Trust based in Utah, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Utah, United States
- **Region:** North America
- **Address:** Utah, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** curtainwp.com

## Regulatory record

- **CRD number:** 327595
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327595

## About

Curtain Wealth Planning began operations in 2023. The firm is headquartered in Utah and focuses on financial planning for high-net-worth clients. No asset-class allocations, portfolio holdings, or geographic deployment details are publicly available. The firm operates strictly as a service provider. No team size, additional offices, or adjacent vehicles have been disclosed. No operational events from the last 24 months appear in available records. The firm maintains a standard RIA structure with no documented succession arrangements or hybrid mandates.

## Questions

### What services does Curtain Wealth Planning offer?

The firm provides financial planning services to high-net-worth individuals and families.

### When was Curtain Wealth Planning established?

The firm was established in 2023.

### Where is Curtain Wealth Planning based?

The firm is headquartered in Utah, United States.

## Related profiles

- [Cursor Capital](https://altss.com/profile/cursor-capital)
- [Curtis Company](https://altss.com/profile/curtis-company)

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

Canonical page: https://altss.com/profile/curtain-wealth-planning

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