SEC CRD #801-128998
Curio Wealth is a fee-only wealth management firm serving clients nationwide, seeking to guide clients on their financial journey. Curio Wealth is a fee-only financial advisory firm ・ planning, tax, and investment strategies. Headquarters Annapolis, Maryland ・ 721 Melvin Ave Annapolis, ... 721 Melvin Ave, Annapolis, MD $460.7 million Portfolio Management for Individuals or Small Businesses. Securities and Exchange Commission as of 06/12/2026.
LYN DIPPEL
CHIEF COMPLIANCE OFFICER
📞 (410) 449-2599
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AUM
$461M
Check Size
$2.0B–$2.0B
Location
ANNAPOLIS, MD
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