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- Custodian
- ADP · Broadridge · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-13-2004
- Office Locations
- 1
Office Locations
About Curran Wealth Management
Curran Wealth Management (Albany, NY) provides integrated financial planning, discretionary investment management, and in-house tax prep/planning, supported by a referral network for insurance and estate needs. The firm emphasizes long-term, quality-company portfolios and significant ETF use. Clients get a portal/app for account and performance views, plus risk profiling via Nitrogen (Riskalyze) with Orion reporting.
Reported data analysis
What the numbers show
Between February 26, 2025 and March 27, 2026, reported AUM increased 7.1%, from $751.1M to $804.3M.
Across 5 reported observations, AUM increased 25.0% between November 8, 2022 and March 27, 2026, from $643.2M to $804.3M.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 10 advisory representatives and 415 clients, or 41.5 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS JOSEPH CURRAN
Chief Compliance Officer, Chief Executive Officer, CO-CEO
- CRD
- #59035
- Ownership
- 75% or more
KEVIN THOMAS CURRAN
Chief Investment Officer, CO-CEO, Investment Advisor
- CRD
- #2877993
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Derek G Gray
Analyst
- CRD
- #4897218
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $770,691,048 | $757,064 |
| Non-Discretionary | $33,560,862 | $599,301 |
| Total | $804,251,910 | $748,838 |
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Separately Managed Accounts
SMA allocation detail is available
Curran Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Curran Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.