Kurt Dimanna

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 01/2026
  Curio Wealth, Llc
  Annapolis, MD
• 11/2022 → 12/2023
  Annapolis Financial Services, Llc
  Annapolis, MD
• 07/2020 → 11/2022
  Turner, Leins, And Gold Llc
  Rockville, MD
• 10/2017 → 07/2020
  Pbmares, Llp
  Rockville, MD
• 12/2016 → 07/2017
  Wells, Houser, And Schatzel, P.A.
  St. Petersburg, FL
• 01/2016 → 10/2016
  Dwight Darby & Co
  Tampa, FL
• 02/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2026 → Present
  Labarge Financial
  Severna Park, MD
• 03/2026 → Present
  Labarge Tax, Llc
  Severna Park, MD

Previous Registrations

• 2024-08-21 → 2026-02-09
  Curio Wealth, Llc
  Gambrills, MD
  Annapolis, MD
  Crofton, MD

Other Businesses

LABARGE TAX, LLC POSITION: CPA NATURE: Prepare and file tax returns for wealth management clients. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/04/2026 ADDRESS: 7 Riggs Ave, Severna Park MD 21146, United States DESCRIPTION: Involved in preparing and filing tax returns for individual wealth management clients.

Designations

• Certified Financial Planner

Other Names

• Kurt Matthew Dimanna