# Curtis Wealth Management

Curtis Wealth Management is a Bank / Wealth / Trust based in Henderson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Henderson, United States
- **Region:** North America
- **Address:** Nevada, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** www.curtiswm.com
- **LinkedIn:** https://www.linkedin.com/company/curtis-wealth-management

## Regulatory record

- **CRD number:** 312245
- **SEC file number:** 801-131657
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312245

## About

Curtis Wealth Management is an SEC-registered investment adviser in Henderson, NV, registered since 2024. The firm manages approximately $149 million in assets. It has 2 employees and 2 investment advisers.

## Questions

### What role does Nevada's legal environment play in the firm's offering?

Nevada's trust statutes include dynasty-trust provisions, no state income tax on trust income, and strong asset-protection laws. For a Nevada-domiciled wealth manager, those features become part of the structural pitch to families relocating or establishing trusts in the state. The firm's location is a functional differentiator within the trust-advisory market.

### What investment strategies does the firm employ?

Without public disclosures, external evidence points to a multi-asset-class model common among trust-company-affiliated wealth managers: in-house fixed income and equity management complemented by third-party funds for alternatives. Actual allocations are customized to individual client mandates and are not publicly reported.

### Who are the principals running the firm?

No named principals are available through public record or the firm's web presence. Leadership details remain unconfirmed, a notable gap for institutional allocators conducting counterparty diligence.

### Does the firm disclose an AUM or client count?

Curtis Wealth Management does not publicly disclose assets under management. The firm's scale is therefore unverifiable from open sources, placing it in a category of private wealth managers that operate without publishing performance or size benchmarks.

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- [Curi](https://altss.com/profile/curi)
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Last updated: 2026-06-03T20:00:00.000Z

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