Cura Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 2, 2026, reports $528M in regulatory assets under management, 3 employees, and 701 accounts.
Assets Under Management
$528M
Employees
3
Offices
--
Total Clients
172
Primary office
CHICAGO, IL
180 NORTH STETSON AVE, STE 3500, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.0% of total clients.
Top client categories% of clientsClients
1
HNWI
68.0%
117
2
Individuals
32.0%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$528Mas of March 2, 2026
Discretionary93.7%
$494M
94% of total RAUM93.7%
Non-discretionary6.3%
$33M
6% of total RAUM6.3%
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$528M
Total Accounts701
10Y AUM Change+$528M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change+1 (+50.0%)
* 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.