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CURATED WEALTH PARTNERS, LLC
CRD 297852File 801-113890
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.76B
Top 25% of cohort (national)
Discretionary AUM
$889.0M
Non-discretionary $873.0M
Clients
74
421 accounts
Employees
12
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 28, 2018
- Principal office
- 2101 E EL SEGUNDO BLVD., SUITE 501, EL SEGUNDO, CA, 90245
- Phone
- 310-356-0830
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.76B
- Discretionary AUM
- $889.0M
- Non-discretionary AUM
- $873.0M
- Discretionary accounts
- 324
- Non-discretionary accounts
- 97
- Total accounts
- 421
- AUM per client
- $23.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $1.56B |
| Pooled investment vehicles | 6 | $197.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.