Curtis Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Curtis Wealth Management serves individual and high‑net‑worth clients as well as trusts, estates and certain charitable organizations, offering investment management (both discretionary and non‑discretionary), financial planning, consulting, and retirement‑plan advisory services. The firm acts as a fiduciary for retirement accounts and may implement strategies through third‑party sub‑advisors while maintaining the client relationship and oversight responsibilities.
The firm builds customized portfolios after collecting client information on financial status, goals and risk tolerance, then applies asset allocation, periodic rebalancing, and a mix of mutual funds, ETFs and occasional individual securities using fundamental analysis, modern portfolio theory and cyclical analysis. Accounts are typically managed on a discretionary basis with at least annual reviews, and the adviser conducts initial due diligence and ongoing monitoring of any selected sub‑advisors.
Noteworthy operational features include participation in custodial programs with Fidelity and Schwab and an expectation that client accounts be maintained at those custodians for the firm to manage them, a lead‑generation arrangement with SmartAsset, and a policy that clients retain proxy‑voting authority rather than delegating it to the adviser. As a small supported advisory team that manages only discretionary assets and occasionally engages sub‑advisors, the firm relies on custodian‑provided data and third‑party reporting platforms for performance reporting and oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.10% annually (standard annual management fee) $2,000,001 - $5,000,000: Discounted fees (less than 1.10%, exact rate negotiable) $5,000,001+: Additional discounts (exact rate negotiable)
$250 per hour for financial planning standalone and consulting services.
Account minimum: $500,000 Minimum fee: Minimum fee for financial planning services is $2,500 when provided standalone. Fee-only: Financial planning standalone services charged hourly at $250/hour with minimum $2,500 fee.
Main office
See office170 S. Green Valley Parkway, Suite 300 (Office 351)
Henderson NV 89012
Advisors at this office
1
Offices (2)
Most active in
Colorado · Nevada · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jordan C
Series 63, Series 66
Henderson, NV
Curtis Wealth Management LLC
Jordan Curtis is a financial advisor with Curtis Wealth Management LLC in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Northwest Asset Management and TIAA-CREF Individual & Institutional Services. Outside of his advisory role, Curtis is the owner of Welcome Home Vacation Rentals LLC. Curtis Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans, providing investment management, financial planning, and consulting services. The firm employs a customized asset allocation approach using diversified vehicles and may delegate portfolio management to third-party sub-advisors while maintaining oversight.
Robert H
CFP®, Series 63, Series 65
Berthoud, CO
Curtis Wealth Management LLC
Robert Helgeland is a CFP® professional with 28 years of experience in the financial services industry. He joined Curtis Wealth Management LLC in 2022 after roles at Theory Financial and TIAA-CREF, where he spent two decades. Helgeland serves as a community board member for the Colorado Music Festival Endowment Fund. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and retirement-plan advisory services. The firm builds customized portfolios using a combination of fundamental analysis, modern portfolio theory, and cyclical analysis, typically managing accounts on a discretionary basis with ongoing monitoring and use of third-party sub-advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)