LP Profile

Curran Wealth Management

Also known as curran wealth

Wealth ManagerAlbany, United StatesFounded 2004
$643M
Assets Under Management
Albany
Headquarters
Investment Focus

About Curran Wealth Management

Curran Wealth Management is a wealth manager based in Albany, US. Founded in 2004. Reported AUM: 643 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Curran Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$804.3M
Total Clients
1,074
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Curran Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Curran Wealth Management?

Curran Wealth Management is a wealth manager based in Albany, United States, managing approximately $643M in assets.

Where is Curran Wealth Management headquartered?

Curran Wealth Management is headquartered in Albany, United States.

How much does Curran Wealth Management manage?

Curran Wealth Management manages approximately $643M in assets under management.

When was Curran Wealth Management founded?

Curran Wealth Management was founded in 2004.

How can I contact Curran Wealth Management?

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