Chief Compliance Officer

0001172661-23-003631.txt : 20231106 0001172661-23-003631.hdr.sgml : 20231106 20231106160826 ACCESSION NUMBER: 0001172661-23-003631 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231106 DATE AS OF CHANGE: 20231106 EFFECTIVENESS DATE: 20231106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curi Wealth Management, LLC CENTRAL INDEX KEY: 0001851184 IRS NUMBER: 611764391 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21118 FILM NUMBER: 231380030 BUSINESS ADDRESS: STREET 1: 700 SPRING FOREST ROAD STREET 2: SUITE 235 CITY: RALEIGH STATE: NC ZIP: 27609 BUSINESS PHONE: 984-202-2800 MAIL ADDRESS: STREET 1: 700 SPRING FOREST ROAD STREET 2: SUITE 235 CITY: RALEIGH STATE: NC ZIP: 27609 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001851184 XXXXXXXX 09-30-2023 09-30-2023 false Curi Wealth Management, LLC

700 Spring Forest Road Suite 235 Raleigh NC 27609

13F HOLDINGS REPORT 028-21118 000281133 801-118864 N Beth Dalton Chief Compliance Officer 984-202-2800 /s/ Beth Dalton Raleigh NC 11-06-2023 0 152 652043558 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 6530095 67425 SH SOLE 59951 0 7474 ABBVIE INC COM 00287Y109 590705 3963 SH SOLE 0 0 3963 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 269409 877 SH SOLE 0 0 877 ADOBE INC COM 00724F101 12070863 23673 SH SOLE 19297 0 4376 ALPHABET INC CAP STK CL C 02079K107 12578359 95399 SH SOLE 76268 0 19131 ALPHABET INC CAP STK CL A 02079K305 1430300 10930 SH SOLE 127 0 10803 ALTRIA GROUP INC COM 02209S103 208050 4948 SH SOLE 490 0 4458 AMAZON COM INC COM 023135106 8488566 66776 SH SOLE 48732 0 18044 AMGEN INC COM 031162100 320362 1192 SH SOLE 0 0 1192 APPLE INC COM 037833100 4251081 24830 SH SOLE 1464 0 23366 APPLIED MATLS INC COM 038222105 14060807 101559 SH SOLE 86839 0 14720 AT&T INC COM 00206R102 167767 11170 SH SOLE 0 0 11170 BALL CORP COM 058498106 4245416 85284 SH SOLE 78371 0 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