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Managing Member · Curated Wealth Partners, LLC

Richard A. Ward

CRD 4783852 · Named on Form ADV at one SEC-registered adviser

At a glance

Curated Wealth Partners, LLC, an SEC-registered wealth manager based in EL Segundo, CA with $1.8 billion in regulatory assets, lists Richard A. Ward on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lee B. HutterManaging Member, Curated Wealth Partners, LLC
  • Susan D. MoffatManaging Member and Chief Compliance Officer, Curated Wealth Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.