CURATED WEALTH PARTNERS, LLC

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

About CURATED WEALTH PARTNERS, LLC

CURATED WEALTH PARTNERS, LLC, formally registered with the SEC as CURATED WEALTH PARTNERS, LLC. The firm was established in 08/28/2018. They have over 1 offices throughout the country.

CURATED WEALTH PARTNERS, LLC is a El Segundo, California based Financial Planning firm with nearly $1,448,000,000 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297852
SEC#	801-113890
Assets Managed by Firm	$1,448,000,000
No. of Clients	328
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	328	$1,448,000,000
High net worth individuals	44	$1,417,000,000

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