Member · Narus Financial Partners, LLC
Curtis T. Lamb
CRD 2774690 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Narus Financial Partners, LLC, an SEC-registered wealth manager based in Salt Lake City, UT with $559 million in regulatory assets, lists Curtis T. Lamb on its Form ADV as Member, a control person. The SEC filings also name Curtis at 1 other registered adviser.
Firms and roles
- Narus Financial Partners, LLCMemberWealth manager · Salt Lake City, UT · $559M in regulatory assets
- Physician Wealth Advisors, Inc.DirectorWealth manager · Salt Lake City, UT · $2.0B in regulatory assets
AtlasMembers
Curtis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Jared D. StubbsMember and President, Narus Financial Partners, LLC
- Trent A. BowersMember and Chief Investment Strategist, Narus Financial Partners, LLC
- Michael W. RobinsonMember, Narus Financial Partners, LLC
- Sara C. Gunn-SchinkerChief Compliance Officer, Narus Financial Partners, LLC
- Michelle S. McOmberDirector, Physician Wealth Advisors, Inc.
10 more people named with Curtis on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Curtis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.