Jacob Watson Sadler
Investment Adviser Representative at Curio Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Watson Sadler is an investment adviser representative with Curio Wealth, LLC in Asheville, NC, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 3 firms, including BAY Point Wealth and Woodstone Financial, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Woodstone Financial, LLCJul 2013 – Dec 2021Asheville, NC
- Annapolis Financial Services,LLCDec 2021 – Dec 2023Asheville, NC
- Curio Wealth, LLCJan 2024 – no end date reportedAsheville, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Curio Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, wealth management, tax planning and preparation, and investment management, with an integrated approach that aligns financial plans, investments, and taxes.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Annapolis, MD
- SEC file number:
- 801-128998
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Curio Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Watson Sadler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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