Overview
Assets Under Management: $1.4 billion
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 44
Average Client Assets: $32 million
Frequently Asked Questions
CURATED WEALTH PARTNERS, 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 #297852), CURATED WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
CURATED WEALTH PARTNERS, LLC is headquartered in EL SEGUNDO, CA.
CURATED WEALTH PARTNERS, LLC serves 44 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, CURATED WEALTH PARTNERS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CURATED WEALTH PARTNERS, LLC manages $1.4 billion in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, CURATED WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.86
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 328
Discretionary Accounts: 250
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 297852
Last Filing Date: 2025-02-05 00:00:00
Website: https://curatedwealthpartners.com