Jacob W. Sadler

CURIO WEALTH

ASHEVILLE, NC 28803

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CRD#: 6063941

Professional summary

Jacob Watson Sadler, CFP® is a registered financial advisor currently at CURIO WEALTH, LLC located in Asheville, North Carolina.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jacob has worked at 3 firms and has passed the Series 65 exam.

Biography

I directly assist clients with financial planning, retirement planning, and investment management. The core of my time with clients is working collaboratively at the intersection between investments and retirement planning, focusing on the various sets of financial decisions we are faced with as we navigate into and throughout retirement.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Charitable Giving

Generation X

Investment Advice with Ongoing...

Middle Income Client Needs

Millennials

Retirement Planning & Distribu...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Watson Sadler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 2, 2024 - Present

CURIO WEALTH, LLC

Office #1: 30 Town Square Blvd, Asheville, NC 28803

RIA

CRD#: 328178

ASHEVILLE, NC

Past

December 23, 2021 - December 31, 2023

BAY POINT WEALTH

RIA

CRD#: 123095

ASHEVILLE, NC

Past

June 26, 2012 - January 26, 2022

WOODSTONE FINANCIAL, LLC

RIA

CRD#: 127427

ASHEVILLE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CURIO WEALTH, LLC

CRD#: 328178 / SEC#: 801-128998

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2012

Uniform Investment Adviser Law Examination

Current Firm

CURIO WEALTH, LLC

CRD#: 328178 / SEC#: 801-128998

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

721 Melvin Ave, Annapolis, MD 21401

Mailing Address

Phone number

(410) 449-2599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/15/2025)

Regulatory assets under management

Total Number of Accounts	349
AUM (Assets Under Management)	$ 384,296,399

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/11/2025	Cover Page	Report
08/27/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Jacob W. Sadler

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Watson Sadler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CURIO WEALTH, LLC

BAY POINT WEALTH

WOODSTONE FINANCIAL, LLC

Primary Firm SEC Registration

CURIO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2012

Current Firm

CURIO WEALTH, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CURIO WEALTH, LLC

TRUST BUT VERIFY

Contact information

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