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CURATED WEALTH PARTNERS, LLC

CRD 297852 · SEC 801-113890

Visit website

2101 E EL SEGUNDO BLVD., SUITE 501, EL SEGUNDO, CA, 90245, United States

Phone

310-356-0830

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.76B

Discretionary AUM

$889.0M

Team

12 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals68$1.56B
Pooled investment vehicles6$197.0M

States served

CA, DE, NV, NY, UT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD