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Richard Alan Ward

CURATED WEALTH PARTNERS, LLC·EL SEGUNDO, California
Clean recordCURATED WEALTH PARTNERS, LLC
2101 E EL SEGUNDO BLVD., EL SEGUNDO, CA 90245CRD# 4783852Firm CRD# 297852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Alan Ward · EL SEGUNDO, CA
Registration
CRD #4783852 · CURATED WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Alan Ward is a registered financial advisor based in EL SEGUNDO, California, affiliated with CURATED WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CURATED WEALTH PARTNERS, LLC
CURATED WEALTH PARTNERS, LLC
AUM
$966M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CURATED WEALTH PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CARRIED INTEREST FROM PRIVATE FUND
Regulatory
SEC/IARD CRD# 4783852
Firm CRD# 297852
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Alan Ward offer?
Richard Alan Ward specializes in Investment Management, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.
What are Richard Alan Ward's credentials?
Richard Alan Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Alan Ward located?
Richard Alan Ward is based in EL SEGUNDO, California, working with CURATED WEALTH PARTNERS, LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Richard Alan Ward charge for services?
Richard Alan Ward's firm is compensated through percentage of aum, subscription fees, other: carried interest from private fund. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURATED WEALTH PARTNERS, LLC?
CURATED WEALTH PARTNERS, LLC has approximately 10 employees and manages $966M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CURATED WEALTH PARTNERS, LLC

Lee Benjamin Hutter
EL SEGUNDO, CA
Susan Dawn Moffat
EL SEGUNDO, CA

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Research
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