Financial ServicesWealth ManagementActiveVerified

Curley Wealth Management

CURLEY WEALTH MANAGEMENT LLC, Registered Agent

Curley Wealth Management is an independent financial advisory practice with approximately $500 million in assets under management. A father-son team recently joined &Partners, an independent broker-dealer, after leaving Wells Fargo. The firm operates in Upstate New York, specifically near Sidney, NY.

Filed October 3, 2025 · Sidney, NY · Delaware County

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Source

New York Department of State, Division of Corporations · Entity 7726336 · Retrieved May 19, 2026

Search the registry for 7726336 ›JSON record ›

About Curley Wealth Management

CURLEY WEALTH MANAGEMENT LLC filed in New York on October 3, 2025, listing itself as its own registered agent. The company is based in Sidney, New York, and its domain was registered on August 14, 1996, over 29 years before the filing, through SafeNames. The website matches the filing name and address, and we estimate revenue between $1 million and $10 million with 1 to 5 employees. No annual report or EIN on file yet.

  • Domain registered 29 years before the filing date.
  • Company acts as its own registered agent.
  • Website identity confirmed to match filing name and address.
  • We estimate revenue of $1M-$10M and 1-5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 2 new businesses registered in Sidney in October 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameCURLEY WEALTH MANAGEMENT LLC
Entity TypeLLC
Entity Number7726336
Filing DateOctober 3, 2025
Principal AddressLocked
City / State / ZipSidney, NY 13838
CountyDelaware
TimezoneEastern (ET)
EIN on FileNo
Registered AgentCURLEY WEALTH MANAGEMENT LLC
Agent AddressLocked
WebsiteYes · domain registered 10642 days before filing · registrar SafeNames
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 19, 2026 (228 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Curley Wealth Management registered?

Curley Wealth Management was registered as LLC on October 3, 2025 in New York.

Where is Curley Wealth Management located?

Curley Wealth Management is based in Sidney, NY, 13838, in Delaware County.

What type of business is Curley Wealth Management?

Curley Wealth Management is classified as a financial services business (wealth management).

Does Curley Wealth Management have an EIN on file?

No EIN was found on file for Curley Wealth Management at the time of registration.

Who Sells to This Business

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