Chief Compliance Officer

0001172661-23-001816.txt : 20230503 0001172661-23-001816.hdr.sgml : 20230503 20230503161924 ACCESSION NUMBER: 0001172661-23-001816 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230503 DATE AS OF CHANGE: 20230503 EFFECTIVENESS DATE: 20230503 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: 23884283 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 03-31-2023 03-31-2023 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 05-03-2023 0 166 695697197 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 7706605 76107 SH SOLE 69523 0 6584 ABBVIE INC COM 00287Y109 774996 4863 SH SOLE 0 0 4863 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 309054 1081 SH SOLE 0 0 1081 ADOBE SYSTEMS INCORPORATED COM 00724F101 9727125 25241 SH SOLE 22288 0 2953 ALPHABET INC CAP STK CL A 02079K305 1262602 12172 SH SOLE 133 0 12039 ALPHABET INC CAP STK CL C 02079K107 11292216 108579 SH SOLE 88678 0 19901 ALTRIA GROUP INC COM 02209S103 234925 5265 SH SOLE 490 0 4775 AMAZON COM INC COM 023135106 7734563 74882 SH SOLE 55651 0 19231 AMGEN INC COM 031162100 864323 3575 SH SOLE 0 0 3575 ANALOG DEVICES INC COM 032654105 278081 1410 SH SOLE 0 0 1410 APPLE INC COM 037833100 2110720 12800 SH Put SOLE 0 0 12800 APPLE INC COM 037833100 7488876 45415 SH SOLE 1464 0 43951 APPLIED MATLS INC COM 038222105 13956202 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