Curated Wealth Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324663
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.71%
- Individuals12.29%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Curated Wealth Solutions, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Curated Wealth Solutions identifies itself as a capital allocator and does not position as an ESG-active 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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- US Government Bonds4%
- Non-Exchange Traded Equities2%
- Private Funds2%
Contacts
1 of 1
Sally Lieb
Principal & FounderCRD 1599468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Simpleadvisory LLC
RIAGarden City, NY
TRS Advisors, LLC
RIAFort Worth, TX
Mission Street Wealth Planning
RIAPasadena, CA
Guide Wealth Management
RIAParamount Investment Advisors
RIABuford, GA