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CURATED WEALTH PARTNERS, LLC
CURATED WEALTH PARTNERS, LLC
EL SEGUNDO, California
·
3 registered advisors
·
CRD# 297852
SEC# 801-113890
0
310-356-0830
01
Firm Overview
AUM
$966M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: CARRIED INTEREST FROM PRIVATE FUND
03
Specialties
Investment Management
Wealth Management
04
Advisors at CURATED WEALTH PARTNERS, LLC
3 registered advisors
Lee Benjamin Hutter
EL SEGUNDO, California
CRD# 2615576
Richard Alan Ward
EL SEGUNDO, California
CRD# 4783852
Susan Dawn Moffat
EL SEGUNDO, California
CRD# 4348539
05
Office Locations
EL SEGUNDO, California
3 advisors
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Data sourced from SEC Form ADV filings. CURATED WEALTH PARTNERS, LLC (CRD# 297852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.