CW
CURATED WEALTH PARTNERS, LLC
SEC RegisteredEL SEGUNDO, CAhttps://curatedwealthpartners.com310-356-0830
Assets Under Management
$1B–$5B
Employees
12
Office Locations
1 office
Total Accounts
421
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Private EquityVenture Capital
Who they serve
| 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
Lee Benjamin Hutter
MANAGING MEMBER
Susan Dawn Moffat
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Richard Alan Ward
MANAGING MEMBER
Office locations
1 office in 1 state
CA
EL SEGUNDOHQ
Advisors at this firm
5 advisors in the directory
Axel J Hsu
Investment Adviser Representative
Lee Benjamin Hutter
Investment Adviser Representative
Ryan J Reid
Investment Adviser Representative
John Leighton Sullivan
Investment Adviser Representative
Richard Alan Ward
Investment Adviser Representative
Regulatory & compliance
CRD number
#297852
SEC Number
801-113890
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
curatedwealthpartners.comPhone
310-356-0830Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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. 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.