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Curio Wealth, LLC

EST. AUM
$460,657,970

CONTACTS

CLIENT ACCOUNTS
356

Firm Details

Metro area Baltimore
CRD Number 328178
Website curiowealth.com
Client types

Overview

Curio Wealth is a fee-only wealth management firm serving individuals and families nationwide. The firm provides financial planning, investment management, tax planning, and ongoing wealth management to clients navigating stages of life such as building and planning, midlife transitions, and retirement. Its approach centers on understanding each client's values, priorities, and goals through a collaborative, relationship-driven process. The firm operates as a fiduciary, prioritizing client interests in all recommendations. Curio Wealth is based in Annapolis, Maryland.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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