Chief Compliance Officer

0001172661-23-000417.txt : 20230203 0001172661-23-000417.hdr.sgml : 20230203 20230203073402 ACCESSION NUMBER: 0001172661-23-000417 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230203 DATE AS OF CHANGE: 20230203 EFFECTIVENESS DATE: 20230203 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: 23583734 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 12-31-2022 12-31-2022 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 02-03-2023 0 187 713099009 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 10368476 94439 SH SOLE 87396 0 7043 ABBVIE INC COM 00287Y109 799140 4945 SH SOLE 0 0 4945 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 304281 1140 SH SOLE 0 0 1140 ADOBE SYSTEMS INCORPORATED COM 00724F101 8987707 26707 SH SOLE 23774 0 2933 ALPHABET INC CAP STK CL A 02079K305 1013322 11485 SH SOLE 151 0 11334 ALPHABET INC CAP STK CL C 02079K107 10752301 121180 SH SOLE 103848 0 17332 ALTRIA GROUP INC COM 02209S103 371368 8124 SH SOLE 490 0 7634 AMAZON COM INC COM 023135106 6761076 80489 SH SOLE 62183 0 18306 AMGEN INC COM 031162100 940101 3579 SH SOLE 0 0 3579 ANALOG DEVICES INC COM 032654105 221933 1353 SH SOLE 0 0 1353 APPLE INC COM 037833100 1663104 12800 SH Put SOLE 0 0 12800 APPLE INC COM 037833100 6123685 47131 SH SOLE 1464 0 45667 APPLIED MATLS INC COM 038222105 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