Wealth manager, independent · EL Segundo, CA
Curated Wealth Partners, LLC
SEC-registered investment adviser · CRD 297852 · SEC 801-113890
At a glance
Curated Wealth Partners, LLC is an SEC-registered investment adviser based in EL Segundo, California, with $1.8 billion in regulatory assets under management as of its Form ADV filed July 29, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 68 individual clients. By Form ADV it is a wealth manager, ranked 886th of 8,915 wealth managers and 3,901st of 17,210 SEC-registered advisers by assets.
Main office 310-356-0830curatedwealthpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among wealth managers
- #886 of 8,915
- Rank among all SEC RIAs
- #3,901 of 17,210
- Rank in California
- #446 of 1,873
- Individual clients
- 68
- High-net-worth clients
- 68
- Accounts
- 421
- Discretionary
- 50% of AUM
- Employees
- 12
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Lee B. HutterManaging Member
- Susan D. MoffatManaging Member and Chief Compliance Officer
- Richard A. WardManaging Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 68 | $1.6B | 89% |
| Pooled investment vehicles | 6 | $197M | 11% |
Private funds
Curated Wealth Partners, LLC reports 7 private funds with $60M in gross assets: private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Curated Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗curatedwealthpartners.com ↗
AtlasMembers
The full record on Curated Wealth Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,225 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Curated Wealth Partners, LLC manage?
Curated Wealth Partners, LLC reports $1.8 billion in regulatory assets under management across 421 accounts, 50% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
What kind of firm is Curated Wealth Partners, LLC?
Curated Wealth Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Curated Wealth Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($1.6 billion, 68 clients); pooled investment vehicles ($197 million, 6 clients).
Does Curated Wealth Partners, LLC manage private funds?
Yes. It reports 7 private funds with $60 million in gross assets, including private equity funds, venture capital funds, other private funds.
Does Curated Wealth Partners, LLC have any disciplinary history?
Curated Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Curated Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →