Cura Wealth Advisors, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 332511
- Registered since
- August 16, 2024
- Website
- curawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.64%
- Individuals1.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cura Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Cura does not position itself as a capital allocator and is not flagged as an active ESG investor or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Non-Exchange Traded Equities24%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
- State & Local Bonds1%
Contacts
2 of 2
Nandan Shah
Founding PartnerCRD 2946965
Frederick Kort
Founding PartnerCRD 5376727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$43.3M in ETFs
96%
$41.4M
2%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $6.4M | 40,637 | 14.74% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 180 N Stetson Ave
- Time zone
- CT (UTC-6)
- Office locations
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