Chief Compliance Officer

0001172661-24-000544.txt : 20240208 0001172661-24-000544.hdr.sgml : 20240208 20240208103458 ACCESSION NUMBER: 0001172661-24-000544 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curi Wealth Management, LLC CENTRAL INDEX KEY: 0001851184 ORGANIZATION NAME: 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: 24607484 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 12-31-2023 12-31-2023 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 02-08-2024 0 160 723871300 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 6525320 59283 SH SOLE 52750 0 6533 ABBVIE INC COM 00287Y109 594859 3839 SH SOLE 0 0 3839 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 302930 863 SH SOLE 0 0 863 ADOBE INC COM 00724F101 9279517 15554 SH SOLE 11616 0 3938 ALPHABET INC CAP STK CL C 02079K107 12263024 87015 SH SOLE 67904 0 19111 ALPHABET INC CAP STK CL A 02079K305 1514799 10844 SH SOLE 127 0 10717 ALTRIA GROUP INC COM 02209S103 210239 5212 SH SOLE 490 0 4722 AMAZON COM INC COM 023135106 9157576 60271 SH SOLE 42280 0 17991 AMGEN INC COM 031162100 341592 1186 SH SOLE 0 0 1186 ANALOG DEVICES INC COM 032654105 220402 1110 SH SOLE 0 0 1110 APPLE INC COM 037833100 7251714 37665 SH SOLE 1464 0 36201 APPLIED MATLS INC COM 038222105 14770567 91137 SH SOLE 76057 0 15080 AT&T INC COM 00206R102 227297 13546 SH SOLE 0 0 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