CURI WEALTH MANAGEMENT LLC

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13+5 YoYRank #1104 of mapped providers

Assets under administration$4.7B0.0%Market share · rank #2021

Fees received$773,933Median $23,250/planSum across Schedule C direct + indirect

Net wins YoY+55 won · 0 lostPlan-level switch detection

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