Fee-only adviser · Henderson, NV
Curtis Wealth Management LLC
Curtis Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Henderson, Nevada. On its latest Form ADV, filed March 23, 2026, it reports $149M in regulatory assets under management, 105 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 312245 · SEC file 801-131657 |
| Office | 170 S. Green Valley Parkway Suite 300 (office 351) Henderson, NV 89012 |
| Phone | (702) 720-3551 |
| Website | curtiswm.com |
| Regulatory assets under management | $149M |
| Individual clients | 60 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Henderson
- Capstone Capital Wealth Advisors $408M
- J Sohn, LLC. $33M
- White Aspen Capital LLC $18M
- Fed Advisors, Inc $5.8M
- Fapa Advisory Services Team (fast) $9.0M
- Desert Capital Advisors, LLC $82M
See all 11 fee-only advisers in Henderson →
Nearby
- Las Vegas 32 firms
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