Curated Wealth Partners, LLC

Curated Wealth Partners, LLC (CRD# 297852) is a financial advisory firm headquartered in El Segundo, CA. They manage $966,000,000 in 234 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2101 E El Segundo Blvd., Suite 501, El Segundo, CA 90245
http://www.curatedwealthpartners.com
By the Numbers
  • Total Assets Under Management
    966
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $4,128,205
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, NV, NY, SD, UT

Financial Advisors at Curated Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lee Hutter, financial advisor El Segundo CA
Lee B. Hutter
CRD#: 2615576
2101 E El Segundo Blvd., Suite 501, El Segundo, CA 90245

Lee Hutter (CRD# 2615576) is an Investment Advisor Representative working at Curated Wealth Partners, LLC in El Segundo, CA and has over 28 years of experience in the finance industry.

2
Richard Ward, financial advisor El Segundo CA
Richard A. Ward
CRD#: 4783852
2101 E El Segundo Blvd., Suite 501, El Segundo, CA 90245

Richard Ward (CRD# 4783852) is an Investment Advisor Representative working at Curated Wealth Partners, LLC in El Segundo, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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