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CURIO WEALTH LLC

EIN 93-2822251-financial services-Latest filing 2024
Plans
1
Retirement
1
$681K assets
Welfare
0
Participants
11
721 MELVIN AVE - ANNAPOLLIS, MD 21401828-225-1730curiowealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$681K - 11 part

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Retirement#001

CURIO WEALTH 401(K) PLAN

401k

Assets$681K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURIO WEALTH 401(K) PLAN401k$681K112024
Retirement plans
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