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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-000544
Filing Date
2024-02-08
Accepted
2024-02-08 10:34:58
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2176
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 74144
  Complete submission text file 0001172661-24-000544.txt   77553
Mailing Address 700 SPRING FOREST ROAD SUITE 235 RALEIGH NC 27609
Business Address 700 SPRING FOREST ROAD SUITE 235 RALEIGH NC 27609 984-202-2800
Curi Wealth Management, LLC (Filer) CIK: 0001851184 (see all company filings)

IRS No.: 611764391 | State of Incorp.: NC | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21118 | Film No.: 24607484