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CURATED WEALTH PARTNERS, LLC

Tel: 310-356-0830
2101 E El Segundo Blvd.
Suite 501
El Segundo, California  90245

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CURATED WEALTH PARTNERS, LLC

CURATED WEALTH PARTNERS, LLC is a El Segundo, California based financial advisory firm with nearly $1,448,000,000 in assets under management and provides investment advisory services for 328 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Firm CRD#:

297852

SEC#:

801-113890

No. of Clients:

328

Assets under Management

$1,448,000,000

No. of Advisors:

12

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