Curated Wealth Solutions, LLC

Curated Wealth Solutions, LLC (CRD# 324663) is a financial advisory firm headquartered in Denver, CO. They manage $27,918,253 in 114 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
999 18th Street, Suite 3000, Denver, CO 80202
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $244,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, CO, WA

Financial Advisors at Curated Wealth Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sally Lieb, financial advisor Denver CO
Sally B. Lieb
CRD#: 1599468
999 18th Street, Suite 3000, Denver, CO 80202

Sally Lieb (CRD# 1599468) is an Investment Advisor Representative working at Curated Wealth Solutions, LLC in Denver, CO and has over 30 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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