Aaron
Curry

Private Wealth Asset Management

CRD#5841844
Investment Advisor
in Midland, TX

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About this Advisor

Aaron Curry is a financial advisor based in Midland, Texas, working with Private Wealth Asset Management. Aaron has previously held positions at Keybank, Key Investment Services LLC, Citizens Bank, The Huntington Investment Company, Raymond James Financial Services, Inc, Peoples Investment Services, Peoples Bank, and Private Wealth Asset Management. Aaron has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Aaron is part of Private Wealth Asset Management, which operates out of Midland, Texas. The firm has 5 offices and 37 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Private Wealth Asset Management includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

901B Tradewinds Blvd
Midland, TX 79706

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Private Wealth Asset Management Brokerage Details

Total Assets Under Management

$1,607,575,640

TX Average: $1,978,216,465
Total Number of Employees

37

TX Average: 226
Total Number of Accounts

1,781

TX Average: 7,467
Average Account Size

$902,625

TX Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Aaron Curry Work History

2022 - Present (3 years)

Private Wealth Asset Management

2020 - 2022 (2 years)

Raymond James Financial Services, Inc

2020 - 2022 (2 years)

Peoples Investment Services

2020 - 2022 (2 years)

Peoples Bank

2017 - 2017 (< 1 year)

Citizens Bank

2017 - 2020 (3 years)

The Huntington Investment Company

2015 - 2017 (2 years)

Key Investment Services LLC

2014 - 2015 (1 year)

Key Investment Services LLC

2013 - 2017 (4 years)

Keybank

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Disclosures

Please visit the SEC profile of Aaron Curry 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 Private Wealth Asset Management

David Hillner
West Des Moines, NE
Ryan Nielsen
West Des Moines, NE
Benjamin Goethel
Omaha, NE
Aaron Curry
Midland, TX
Timothy Durbin
Saint Louis, MO
Wendy Brekken
West Des Moines, NE
Russell Samples
San Antonio, TX
Jeffrey Steiner
Saint Louis, MO

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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