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, individually owned registered investment adviser organized as an LLC and operating since 2018. The firm describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include asset-based management fees, flat fees, and performance-based fees. The adviser’s stated activities center on discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and on selecting third‑party managers for client allocations. The firm does not identify as an active ESG investor and is not set up as a multi‑state or pension consultant adviser.
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
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 43Active vs passive
$2.5B in ETFs
78%
$1.9B
8%
$538M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.1B | 3,541,503 | 46.03% |
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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