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 registered investment adviser that began SEC registration in 2018. The firm operates as an LLC with an individual owner and functions both as a portfolio manager and as a capital allocator that selects third‑party managers. Its client base spans high‑net‑worth individuals and families as well as institutional clients. Advisory services shown include portfolio management for individuals/small businesses and for businesses or institutions, plus the selection of other advisers. Fee arrangements include percentage‑of‑AUM billing, fixed fees and performance‑based fees. Curated Wealth Partners reports that it is not an active ESG investor.
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 Equities60%
- Public Funds/Mutual Funds27%
- State & Local Bonds7%
- US Government Bonds6%
Owners & executives
2 of 2
Richard Ward
Chief Investment OfficerCRD 4783852
Lee Hutter
Chief Executive OfficerCRD 2615576
Contacts
3 of 4
Susan Moffat
PresidentCRD 4348539
Ryan Reid
Investment Advisor RepresentativeCRD 6830742
John Sullivan
Vice President, InvestmentsCRD 6238419
Wealth 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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