Curated Wealth Partners, LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 297852
- Registered since
- August 28, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI88.82%
- Pooled Investment Vehicles11.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Curated Wealth Partners, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2018. The firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, plus selection of third‑party advisers. Fee arrangements are flexible and include percentage-of-AUM fees, fixed fees and performance-based structures. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities60%
- Public Funds/Mutual Funds27%
- State & Local Bonds7%
- US Government Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$337M in ETFs
64%
$217M
22%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $79M | 112,666 | 23.40% |
Location
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2101 E El Segundo Blvd
- Time zone
- PT (UTC-8)
- Office locations
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