Jacob
Sadler

Curio Wealth, LLC

CRD#6063941
Investment Advisor
in Asheville, NC

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About this Advisor

Jacob Sadler is a financial advisor based in Asheville, North Carolina, working with Curio Wealth, LLC. Jacob has previously held positions at Annapolis Financial Services, LLC, Curio Wealth, LLC, and Woodstone Financial, LLC. Jacob has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jacob is part of Curio Wealth, LLC, which operates out of Asheville, North Carolina. The firm has 6 offices and 10 employees. The firm manages assets totaling $330.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Curio Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30 Town Square Blvd
Asheville, NC 28803

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Curio Wealth, LLC Brokerage Details

Total Assets Under Management

$330,681,038

NC Average: $6,889,882,315
Total Number of Employees

10

NC Average: 45
Total Number of Accounts

1,044

NC Average: 765
Average Account Size

$316,744

NC Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jacob Sadler Work History

2024 - Present (1 year)

Curio Wealth, LLC

2021 - 2023 (2 years)

Annapolis Financial Services,LLC

2013 - 2021 (8 years)

Woodstone Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jacob Sadler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Curio Wealth, LLC

Elizabeth Gillette
Edgewater, MD
Jacob Sadler
Asheville, NC
James Kantowski
Severna Park, MD
Chad Whitzel
Annapolis, MD
Lyn Dippel
Annapolis, MD
Yvonne Scoggins
Crownsville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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