CURATED WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,762,000,000
Discretionary
$889,000,000
Non-discretionary
$873,000,000
Firm details
- CRD number
- 297852
- SEC file number
- 801-113890
- Main office
- EL SEGUNDO, CA, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.