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Curtis Wealth Management LLC

Curtis Wealth Management LLC. CRD 312245

Curtis Wealth Management LLC logo

CRD: 312245

Curtis Wealth Management LLC

Henderson, NV, 89012
7027203551
curtiswm.com
$148.5M Total AUM
$148.5M Disc. AUM
-- 3Y CAGR
2 Employees
106 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Capital horizonWave zenith +more
Established Date
04-15-2021
Office Locations
2

Office Locations

170 S. Green Valley Parkway Suite 300 (Office 351) Henderson NV
-- Berthoud CO

About Curtis Wealth Management LLC

Curtis Wealth Management is an independent, fiduciary financial planning and wealth management firm serving Southern Nevada and Southern Utah. The team builds comprehensive, goals-based plans and custom portfolios for individuals and families, including business owners and professionals, across life transitions such as retirement, education funding, and legacy planning. Led by founder Jordan Curtis, a former equity and fixed-income trader, the practice custodies at Schwab and Fidelity.

Team overview

-- AVG AGE
$74.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Pathway Fusion

Client Personas

Ridge zenith Radial meridian

Custodian

Fusion Zenith horizon

Investment Themes

Signal Meridian timber

Investment Vehicles

Catalyst

Platform

Oak

Services

Legacy prime Optima Element Momentum Frontier Radial meridian Harbor Vertex Atlas quantum Fusion Vertex Summit prime

Technology

Prime bridge Horizon fusion Unison Atlas Catalyst

Owner & Executives

JORDAN ROBERT CURTIS

JORDAN ROBERT CURTIS

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#4950045
Ownership
75% or more
(289) 685-3623
signal.value@valuecapital.com
in linkedin.com/in/fusion-pioneer

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Contacts

ROBERT ALLAN HELGELAND

ROBERT ALLAN HELGELAND

Wealth Management Advisor

CRD
#3063747
(324) 690-3780
pathway.capital@summitcapital.com
in linkedin.com/in/ember-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-23-2024
09-22-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $148,504,942 $490,115
Non-Discretionary $0 --
Total $148,504,942 $490,115

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Separately Managed Accounts

Total SMA Asset: $148,504,942

$148.5M Total SMA
Public Funds:
27.5%
Cash:
20.7%
Equity - Exchange:
20.5%
Other:
6.7%
U.S. Government/Agency:
24.6%
Asset class Assets Assets %
Public Funds $2,422,509,940 27.5%
Cash $1,823,489,300 20.7%
Equity - Exchange $1,805,871,046 20.5%
Other $590,211,513 6.7%
U.S. Government/Agency $2,167,045,256 24.6%
Total $8,809,127,055 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VECTOR PEAK ALPHA VECTOR VERTEX ULQ621282 ULF 8.97% $51,135,915
SIGNAL HARBOR VITAL PATHWAY AZBOMRLCP YDR 2.91% $65,601,979
VITAL EAGLE RIDGE QUANTUM FRONTIER GF0MMSS0S HVP 8.20% $109,278,344
PEAK PRIME HARBOR PRIME UKAHQE4AT LYTZ 11.37% $39,662,803
OAK HARBOR OPTIMA RADIAL AA52KXGT0 SEZ 1.55% $24,595,649
EAGLE VERTEX DELTA QUANTUM 7IMKIDL7U YBOW 8.76% $30,435,870
CREST RIDGE OPTIMA HARBOR PFSSC46CK QRIYF 2.90% $51,604,342
BRIDGE PATHWAY GLACIER HORIZON QUANTUM WP7H7ZIDS YXOE 11.65% $14,585,245

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