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 formed in 2018 that serves high-net-worth individuals, families and institutional clients. The firm functions as a capital allocator and provides discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional investors, and it also selects third‑party managers. Its fee arrangements include asset-based fees, fixed fees and performance‑based fees. Curated Wealth Partners does not identify as an active ESG investor.
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 60Active vs passive
$371M in ETFs
75%
$276M
14%
$94.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $66M | 96,115 | 17.81% |
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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