Curated Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 18, 2026, reports $1.8B in regulatory assets under management, 12 employees, and 421 accounts.
Assets Under Management
$1.8B
Employees
12
Offices
--
Total Clients
74
Primary office
EL SEGUNDO, CA
2101 E EL SEGUNDO BLVD., SUITE 501, EL SEGUNDO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.9% of total clients.
Top client categories% of clientsClients
1
HNWI
91.9%
68
2
Pooled Investment Vehicles
8.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 18, 2026
Discretionary50.5%
$889M
50% of total RAUM50.5%
Non-discretionary49.5%
$873M
50% of total RAUM49.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts421
10Y AUM Change+$1.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee6:1
10Y Employee Change+9 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.