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Building 2CURATED WEALTH PARTNERS, LLC

Map pinEL SEGUNDO, CA
Phone310-356-0830
NotebookSEC #801-113890
Total AUM
$1.8B
Employees
12
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 E EL SEGUNDO BLVD.
SUITE 501
EL SEGUNDO
CA 90245
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
310-356-0830

ReceiptFinancials

Total AUM
$1.8B
Accounts
421
Discretionary
$889M
Accounts
324
Non-Discretionary
$873M
Accounts
97

ContactClients

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HNW Individual Clients
68
AUM
$1.6B
Pooled Vehicle Clients
6
AUM
$197M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLNVNYSDUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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