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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CURIO WEALTH, LLC

CRD 328178

ANNAPOLIS, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5657e34-0d04-eca9-3e0a-c10872c953e1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Oct 3, 2023 to Sep 15, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $461MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $461M
Private client RAUM: $455MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $57.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 356
Individual clients: 304
High net worth clients: 50
Custody, client assets: $154M
SEC number: 801-128998
CRD: 328178
Filings on the tape: 18
First filed: Oct 3, 2023
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, MD
Website: curiowealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES SCOTT KANTOWSKI	Certified Financial Planner	ANNAPOLIS, MD \| SEVERNA PARK, MD	2	24	4	no
JACOB WATSON SADLER	Certified Financial Planner	ASHEVILLE, NC \| ANNAPOLIS, MD	2	14	2	no
LYN ANN DIPPEL	Certified Financial Planner	ANNAPOLIS, MD	1	25	4	no
ELIZABETH GRACE GILLETTE	Certified Financial Planner	ANNAPOLIS, MD \| EDGEWATER, MD	1	13	3	no
MICHAEL GREGORY ROEDER	Certified Financial Planner	HIGHLAND, MD \| ANNAPOLIS, MD	1	21	1	no
Stefan Daniel Revelo	Certified Financial Planner	HALLANDALE BEACH, FL \| ANNAPOLIS, MD	1	10	n/a	no
RYAN ARNOLD DONAHUE	Certified Financial Planner	WASHINGTON, DC \| ANNAPOLIS, MD	0	12	n/a	no
YVONNE MICHELE SCOGGINS	n/a	CROWNSVILLE, MD \| ANNAPOLIS, MD	0	27	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DIPPEL, LYN, ANN	CHIEF COMPLIANCE OFFICER	C	yes	10/2023	Oct 3, 2023	Oct 9, 2024
KANTOWSKI, JAMES, SCOTT	Member	C	yes	10/2023	Oct 3, 2023	Oct 9, 2024
GILLETTE, ELIZABETH, GRACE	Member	A	no	02/2024	Mar 1, 2024	Oct 9, 2024
SADLER, JACOB, WATSON	Member	A	no	10/2023	Oct 3, 2023	Oct 9, 2024
SCOGGINS, YVONNE, MICHELE	Member	A	no	08/2024	Aug 13, 2024	Oct 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JSK TAX SERVICES, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Asheville	Nc	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$461M	$461M	13	9	9	n/a	n/a
2024	Apr 1, 2025	$384M	$384M	10	7	8	n/a	n/a
2023	Mar 1, 2024	$331M	$331M	10	6	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	12.5%	0	0	0	6	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$461M	$384M	19.9%	n/a	n/a	13	10	8	8

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BAY POINT WEALTH	3	Dec 31, 2023	Nov 11, 2024	ANNAPOLIS, MD	Team lift out	RIA to new firm	33.3%

Relationships

Registered with (9)

← YVONNE MICHELE SCOGGINSAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← RYAN ARNOLD DONAHUEAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← Stefan Daniel ReveloAdvisorregistration: current employment
May 8, 2025 to presentfactForm ADV
← MICHAEL GREGORY ROEDERAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
← LYN ANN DIPPELAdvisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV
← ELIZABETH GRACE GILLETTEAdvisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV
← JAMES SCOTT KANTOWSKIAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← JACOB WATSON SADLERAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← KURT DIMANNAAdvisorregistration: previous registration
Aug 21, 2024 to Feb 9, 2026factForm ADV

Moved with (1)

← BAY POINT WEALTHRegistered adviser4 advisors, team lift out, same day
Dec 31, 2023 to Nov 11, 2024factForm ADV

Owns (3)

← SCOGGINS, YVONNE, MICHELEOwnerMEMBER, ownership code A, individual
Aug 13, 2024 to Oct 9, 2024factForm ADV
← SADLER, JACOB, WATSONOwnerMEMBER, ownership code A, individual
Oct 3, 2023 to Oct 9, 2024factForm ADV
← GILLETTE, ELIZABETH, GRACEOwnerMEMBER, ownership code A, individual
Mar 1, 2024 to Oct 9, 2024factForm ADV

Controls (2)

← KANTOWSKI, JAMES, SCOTTOwnerMEMBER, ownership code C, individual
Oct 3, 2023 to Oct 9, 2024factForm ADV
← DIPPEL, LYN, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Oct 3, 2023 to Oct 9, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 9, 2026
Advisor changed firm
Kurt Dimanna left Curio Wealth, Llc for Ae Wealth Management, Llc (registered 2026-02-17)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Team lift-out
4 advisors left Bay Point Wealth (Annapolis, MD) for Curio Wealth, LLC on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Oct 3, 2023
First Form ADV filing
Curio Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2024
Curio Wealth, Llc reported 6 offices beyond its principal office, up from 0 (2023-11-30 to 2024-01-02)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5657e34-0d04-eca9-3e0a-c10872c953e1
First observed: Oct 3, 2023
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CURIO WEALTH, LLC

CRD 328178

ANNAPOLIS, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5657e34-0d04-eca9-3e0a-c10872c953e1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES SCOTT KANTOWSKI

Certified Financial Planner

ANNAPOLIS, MD | SEVERNA PARK, MD

JACOB WATSON SADLER

Certified Financial Planner

ASHEVILLE, NC | ANNAPOLIS, MD

LYN ANN DIPPEL

Certified Financial Planner

ANNAPOLIS, MD

ELIZABETH GRACE GILLETTE

Certified Financial Planner

ANNAPOLIS, MD | EDGEWATER, MD

MICHAEL GREGORY ROEDER

Certified Financial Planner

HIGHLAND, MD | ANNAPOLIS, MD

Stefan Daniel Revelo

Certified Financial Planner

HALLANDALE BEACH, FL | ANNAPOLIS, MD

n/a

RYAN ARNOLD DONAHUE

Certified Financial Planner

WASHINGTON, DC | ANNAPOLIS, MD

n/a

YVONNE MICHELE SCOGGINS

n/a

CROWNSVILLE, MD | ANNAPOLIS, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIPPEL, LYN, ANN

CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 3, 2023

Oct 9, 2024

KANTOWSKI, JAMES, SCOTT

Member

yes

10/2023

Oct 3, 2023

Oct 9, 2024

GILLETTE, ELIZABETH, GRACE

Member

02/2024

Mar 1, 2024

Oct 9, 2024

SADLER, JACOB, WATSON

Member

10/2023

Oct 3, 2023

Oct 9, 2024

SCOGGINS, YVONNE, MICHELE

Member

08/2024

Aug 13, 2024

Oct 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JSK TAX SERVICES, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Asheville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$461M

n/a

2024

Apr 1, 2025

$384M

n/a

2023

Mar 1, 2024

$331M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$461M

$384M

19.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BAY POINT WEALTH

Dec 31, 2023

Nov 11, 2024

ANNAPOLIS, MD

Team lift out

RIA to new firm

33.3%