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
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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