Curtis Wealth Management LLC

Curtis Wealth Management LLC (CRD# 312245) is a financial advisory firm headquartered in Henderson, NV. They manage $88,677,043 in 226 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
170 S. Green Valley Parkway, Suite 300 (office 351), Henderson, NV 89012
https://www.facebook.com/curtiswealth
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $392,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NV, UT

Financial Advisors at Curtis Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jordan Curtis, financial advisor Henderson NV
Jordan R. Curtis
CRD#: 4950045
170 S. Green Valley Parkway, Suite 300 (office 351), Henderson, NV 89012

Jordan Curtis (CRD# 4950045) is an Investment Advisor Representative working at Curtis Wealth Management LLC in Henderson, NV and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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