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 organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, selecting third-party managers where appropriate, and offers flexible billing arrangements that include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm does not describe itself as an active ESG investor and is not indicated as a multi-state adviser. An industry affiliation with an insurance company is noted.
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
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