CURTIS WEALTH MANAGEMENT LLC
CURTIS WEALTH MANAGEMENT LLC reported a Form 13F information table total of $106.51 million in 50 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 2108708): holdings report, quarter ended 2026-03-31, filed 2026-05-08; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | United States | $0.107B | 46 |
| Wheels Up Wealth, Inc. | United States | $0.106B | 24 |
| Corient IA LP | United States | $0.106B | 279 |
| Emissary Wealth LLC | United States | $0.107B | 54 |
| Colter Lewis Investment Partners LLC | United States | $0.106B | 111 |
| Haven Global Partners, LLC | United States | $0.106B | 8 |
| PERKINS CAPITAL MANAGEMENT INC | United States | $0.107B | 86 |
| TrustWell Financial Advisors, LLC | United States | $0.106B | 70 |
| Explore Capital Management, LLC | United States | $0.107B | 11 |
| Mann Financial Group, Inc. | United States | $0.106B | 31 |