Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
CURIO WEALTH, LLC
Economics
AUM trajectory
'25'26
$384.3M → $460.7M▲ +20%
Client mix
| Individuals Other | 304 |
| Individuals High Net Worth | 50 |
Operations
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
7 advisors → 9 advisors▲ +29%
Primary office
ANNAPOLIS MD
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
03/10/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
DIPPEL, LYN, ANN
Control Persons
DIPPEL, LYN, ANN
KANTOWSKI, JAMES, SCOTT
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
CURIOWEALTH.COM
Rdap Domain Creation Date
2023-04-07T11:07:43Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Compensation
68,240
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
68,240
Schedule C Service Provider Rows
3
SEC EDGAR
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-05-12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0002049201-26-000002
Compliance & brand
Firm Registration Status
active
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| Charles Schwab | 6 |
| E*trade | 4 |
| Fidelity | 2 |
Edgar Addresses
Mailing721 MELVIN AVEANNAPOLIS, MD 21401
Business721 MELVIN AVEANNAPOLIS, MD 21401
Edgar Recent Filings
13F-HR2026-05-12 · 0002049201-26-000002
13F-HR2026-02-11 · 0002049201-26-000001
Rdap Domain Expiration Date
2027-04-07T11:07:43Z
Rdap Domain Last Changed
2026-04-08T18:30:44Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
DIPPEL, LYN, ANN
IAR · Direct Owner · 37.5%
KANTOWSKI, JAMES, SCOTT
IAR · Direct Owner · 37.5%
SADLER, JACOB, WATSON
IAR · Direct Owner · 7.5%
SCOGGINS, YVONNE, MICHELE
IAR · Direct Owner · 7.5%
GILLETTE, ELIZABETH, GRACE
IAR · Direct Owner · 7.5%
Sachs, Samantha, Lynn
IAR · Direct Owner · 7.5%
MICHAEL GREGORY ROEDER
IAR
