CURATED WEALTH PARTNERS, LLC
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About the firm
Curated Wealth Partners is a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients. Founded in 2018 with the backing of a small group of successful families, the firm launched to provide clients a better, more integrated experience. At Curated, clients are treated as partners, and the firm serves as trusted, long-term family advisors guiding them through the challenges and opportunities that come with wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-family office services including financial advice, wealth administration, and investment advisory, sourcing and evaluating investment opportunities in an unbiased way so clients can focus on what is meaningful to them.
Who they serve
A growing community of clients, including families with complex wealth management needs who seek simplicity, peace of mind, and a trusted long-term advisor.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 68 | $1.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 6 | $197M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CURATED WEALTH PARTNERS, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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