Cura Wealth Advisors, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 332511
- Registered since
- August 16, 2024
- Website
- curawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.64%
- Individuals1.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cura Wealth Advisors, LLC is an independent, single-office registered investment adviser that registered with the SEC in 2024. The firm is owner-operated (individual owner) and focuses on serving individuals and families with a mix of financial planning and portfolio management services. Its advisory offerings cover financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. Cura does not identify as an active ESG investor and is not structured as a capital allocator; it deploys third‑party managers for alternative exposures.
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 Equities59%
- Non-Exchange Traded Equities24%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$43.3M in ETFs
96%
$41.4M
2%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $6.4M | 40,637 | 14.74% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 180 N Stetson Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Santa Barbara Management
RIAChicago, IL
XXI Wealth, LLC
RIAChicago, IL
CMT Asset Management LLC
RIAChicago, IL
5th Century Partners
RIAChicago, IL
CRG Fund Manager, LLC
RIAChicago, IL
Taiko Private Wealth
RIAChicago, IL