Curated Wealth Partners, LLC
Curated Wealth Partners, LLC (CRD# 297852) is a financial advisory firm headquartered in El Segundo, CA. They manage $966,000,000 in 234 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management966MILLION
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Total Number of Accounts234ACCOUNTS
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Average Account Value$4,128,205
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DE, FL, NV, NY, SD, UT
Financial Advisors at Curated Wealth Partners, LLC
1
Lee Hutter (CRD# 2615576) is an Investment Advisor Representative working at Curated Wealth Partners, LLC in El Segundo, CA and has over 29 years of experience in the finance industry.
2
Richard Ward (CRD# 4783852) is an Investment Advisor Representative working at Curated Wealth Partners, LLC in El Segundo, CA and has over 16 years of experience in the finance industry.
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