Randol Curtis
Thryve Wealth Management · Jackson, Wyoming
Randol Curtis is a fee-only financial advisor at Thryve Wealth Management in Jackson, Wyoming, who holds the CFA credential. Randol focuses on estate & legacy planning, equity compensation and retirement planning. Thryve Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Thryve Wealth Management |
|---|---|
| Based in | Jackson, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $304.0M across 445 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, WY · CRD 2551404 |
| Exams passed | Series 63 (1995) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.thryvewealthmanagement.com |
| Profile |
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Questions about Randol
Is Randol Curtis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randol holds no broker registration, and Thryve Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randol charge for financial advice?
Randol's firm, Thryve Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Randol Curtis based?
Randol Curtis is based in Jackson, Wyoming.
What does Randol specialize in?
Randol's specialties include estate & legacy planning, equity compensation, retirement planning, tax planning, family wealth transfer and small business owners. Randol works with founders, executives, physicians, retirees and pre-retirees.
What credentials does Randol Curtis hold?
Randol Curtis holds the CFA credential.
Is Randol Curtis registered with the SEC?
Yes. Randol Curtis is registered as an investment adviser representative in TX and WY (CRD 2551404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thryve Wealth Management manage?
Thryve Wealth Management reports $304.0M across 445 accounts in assets under management.
How do I contact Randol Curtis?
Through Randol's website, www.thryvewealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Thryve Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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