Overview
Assets Under Management: $434 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 135
Average Client Assets: $4 million
Frequently Asked Questions
CURA WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332511), CURA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CURA WEALTH ADVISORS, LLC is headquartered in CHICAGO, IL.
CURA WEALTH ADVISORS, LLC serves 135 high-net-worth clients according to their SEC filing dated November 21, 2024. View client details ↓
According to their SEC Form ADV, CURA WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CURA WEALTH ADVISORS, LLC manages $434 million in client assets according to their SEC filing dated November 21, 2024.
According to their SEC Form ADV, CURA WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 475
Discretionary Accounts: 471
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 332511
Last Filing Date: 2024-11-21 00:00:00
Website: https://curawealth.com