Curio Wealth Revenue
Financial Services • 
Annapolis, Maryland, United States • 11-20 Employees
Curio Wealth revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contacts at Curio Wealth
Liz Gillette
Founder & Senior Financial Advisor
Lyn A. Dippel
Founder, Senior Advisor And Chief Compliance Officer
Jake Sadler
Founder And Senior Advisor
Jim Kantowski
Owner
Teresa Guzman
Tax Director
Yvonne Scoggins
Director Of Investments And Trading
Company overview
| Headquarters | 721 Melvin Ave, Annapolis, Maryland 21409, US |
| Phone number | +14104492599 |
| Website | |
| NAICS | 52 |
| Keywords | Debt Management, Financial Advisors, Risk Management, Tax Planning, Insurance Planning, Wealth Management, Education Planning, College Planning, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning, Tax Management, Investment Strategies, Business Owner Services, Asset Placement |
| Founded | 2023 |
| Employees | 11-20 |
| Socials |
Curio Wealth Email Formats
Curio Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@curiowealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@curiowealth.com | 66.7% |
{first name}{last name} | johndoe@curiowealth.com | 33.3% |
About Curio Wealth
Curio Wealth is a fee-only financial advisory firm that creates value for clients by simplifying the complexities of their financial lives through integrated financial planning, tax, and investment strategies. We work closely with clients through each phase of their financial journey. Whether they are building and planning, thriving in their mid-life, or living a well-earned modern retirement, we guide them on this journey. Our natural curiosity, knowledge, and care for each client's goals and objectives provide a lifetime of opportunities to connect how their money fuels their life's passions and purpose. This curiosity allows us to ask meaningful questions, better understand our clients, and carefully craft and implement brilliant plans that align with the client's objectives. At Curio Wealth, our mission is to create a caring and collaborative wealth management experience throughout the planning, education and implementation of our clients' financial plans. We value consistent curiosity and meaningful communication with our clients. We offer impactful services to aid clients in financial planning, tax planning, and investment management strategies. Curio Wealth Management (“Curio Wealth”) is an SEC-registered investment advisor with its principal place of business in the State of Maryland. This information is for educational purposes only; and should not be considered or interpreted as a recommendation to participate in any particular trading strategy or deemed to provide investment recommendations, and it should not be relied on as such. Any subsequent, direct communication by Curio Wealth shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Curio Wealth, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Curio Wealth has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
Curio Wealth has never raised funding before.
Curio Wealth Tech Stack
Discover the technologies and tools that power Curio Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
Caching
JavaScript libraries
JavaScript libraries
WordPress themes
Page builders
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Programming languages
France
United Kingdom
Frequently asked questions
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