Curio Wealth, LLC

CRD 328178 · Annapolis, MD · $460.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 328178
SEC number: 801-128998
Firm type: RIA
Assets under management: $460.7M as of Mar 10, 2026
Website: curiowealth.com ↗
Phone: 410-449-2599
Address: 721 Melvin Ave, Annapolis, MD, 21401

Advisors at this firm

9 in our index · page 1 of 1

Lyn Ann DippelCRD 4429564 · Annapolis, MD

IA Registered
Ryan Arnold DonahueCRD 4158745 · Annapolis, MD

IA Registered
Elizabeth Grace GilletteCRD 6454143 · Annapolis, MD

IA Registered
James Scott KantowskiCRD 4417452 · Annapolis, MD

IA Registered
Michael Gregory RoederCRD 4851791 · Annapolis, MD

IA Registered
Stefan Daniel ReveloCRD 8015714 · Hallandale Beach, FL

IA Registered
Jacob Watson SadlerCRD 6063941 · Asheville, NC

IA Registered
Yvonne Michele ScogginsCRD 3183740 · Annapolis, MD

IA Registered
Samantha Lynn SachsCRD 5557523 · Ashville, NC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 328178 ↗ FINRA BrokerCheck record for firm CRD 328178 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.