CURATED WEALTH PARTNERS, LLC
Latest filing: Apr 01, 2025 (209 days ago)
AUM
$1,448,000,000
50% change vs. 1 year ago
153% change vs. 3 years ago
540% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
20% change vs. 1 year ago
71% change vs. 3 years ago
140% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
EL SEGUNDO, CA
2101 E EL SEGUNDO BLVD., EL SEGUNDO, CA, UNITED STATES, 90245
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.9 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 44 | $1.4 |
| Average HNW AUM | $32,204,545 | |
| Retail Total | 44 | $1.4 |
| Average Retail AUM | $32,204,545 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.4 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 60% | $0.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 4% | $0.1 |
| Municipal | 5% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.4 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RICHARD WARD | EL SEGUNDO | CA | S63|2007-11-20|S65|2015-11-16 | CHARTERED FINANCIAL ANALYST | |||||
| SARAH ELLIS | EL SEGUNDO | CA | S65|2019-02-16 | CERTIFIED FINANCIAL PLANNER | |||||
| LEE HUTTER | EL SEGUNDO | CA | S63|1995-06-14|S65|2017-11-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.4 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $1.4 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.5 | 50% | 10 | 2 | 20% |
| 2023-04-04 | $0.7 | $0.7 | 98% | 8 | 4 | 50% |
| 2022-04-01 | $0.6 | $0.9 | 153% | 7 | 5 | 71% |
| 2021-04-05 | $0.3 | $1.1 | 314% | 6 | 6 | 100% |
| 2020-04-01 | $0.2 | $1.2 | 540% | 5 | 7 | 140% |
| 2019-04-01 | $0.1 | $1.3 | 1105% | 4 | 8 | 200% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/12/2018, DE-09/12/2018, FL-09/12/2018, NV-07/16/2021, NY-09/12/2018, SD-09/12/2018, UT-06/15/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV