Curran Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated March 27, 2026, reports $804M in regulatory assets under management, 12 employees, 2 offices, and 1,074 accounts.
Assets Under Management
$804M
Employees
12
Offices
2 offices
Total Clients
385
Primary office
ALBANY, NY
30 S. PEARL STREET, 9TH FLOOR, ALBANY, NY, United States
Top client segmentIndividuals represent 52.2% of total clients.
Top client categories% of clientsClients
1
Individuals
52.2%
201
2
HNWI
43.6%
168
3
Charitable
1.8%
7
4
Corporations
1.3%
5
5
Pension Plans
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$804Mas of March 27, 2026
Discretionary95.8%
$771M
96% of total RAUM95.8%
Non-discretionary4.2%
$34M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$804M
Total Accounts1,074
10Y AUM Change+$495M (+160.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee32:1
10Y Employee Change+2 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.