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CURA WEALTH ADVISORS, LLC

SEC Registered

At Cura Wealth, you come first.

CHICAGO, ILhttps://curawealth.com312-320-0058
Assets Under Management
$500M–$1B
Employees
3
Office Locations
1 office
Total Accounts
701

About the firm

Cura Wealth is a boutique wealth management firm headquartered in Chicago that offers sophisticated wealth planning and asset management services to private clients and families across the globe. As fiduciaries and client advocates, they deliver bespoke, 'white glove' service tailored to the distinct needs and aspirations of each client.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Wealth PlanningPortfolio ManagementAlternative InvestmentsEstate And Trust PlanningMulti-generational PlanningPhilanthropySuccession PlanningPrivate EquityVenture CapitalPrivate CreditTax Efficiency+3 more

Services

Wealth planning, portfolio management, alternative investments (private equity, venture capital, private credit), estate and trust planning, multi-generational planning, philanthropy, succession planning, and behavioral science insights.

tax_planningcharitable_givingrisk_management

Who they serve

Private clients and families around the globe, served from their Chicago headquarters.

Client segmentClientsAssets managed
Individuals (Non-HNW)55$7.2M
High Net Worth Individuals117$521M

0 total clients reported on Form ADV.

Leadership

Nandan Jagdish Shah
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING PARTNER
Frederick Maximilian Kort
MANAGING PARTNER

Office locations

1 office in 1 state
IL
CHICAGOHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#332511
SEC Number
801-130922
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CURA WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

CURA WEALTH ADVISORS, LLC in CHICAGO, IL | AdvisorFinder