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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-2023
- Office Locations
- 3
Office Locations
About Curio Wealth, LLC
Curio Wealth is a fee-only, fiduciary advisory firm serving individuals and families nationwide across key life stages (building years, midlife, and modern retirement). The team provides integrated financial planning, ongoing wealth management, investment management, and tax planning & prep, using an evidence-based approach aligned to client goals. Client access includes Schwab Institutional and Fidelity platforms.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LYN ANN DIPPEL
Chief Compliance Officer, Chief Operating Officer, Principal
- CRD
- #4429564
- Ownership
- 25% but less than 50%
JAMES SCOTT KANTOWSKI
Owner
- CRD
- #4417452
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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RYAN ARNOLD DONAHUE
Financial Advisor
- CRD
- #4158745
Stefan Daniel Revelo
Financial Advisor
- CRD
- #8015714
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $460,657,970 | $1,293,983 |
| Non-Discretionary | $0 | -- |
| Total | $460,657,970 | $1,293,983 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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