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CURATED WEALTH PARTNERS, LLC

EL SEGUNDO, CA · CRD 297852 · IAPD ↗ · curatedwealthpartners.com · 310-356-0830

$1.76BRegulatory AUM
5Advisory reps
12Employees
0Clients
n/aPlanning clients
7Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — CURATED WEALTH PARTNERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — CURATED WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($966.0M -> $1.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
February 2024 — CURATED WEALTH PARTNERS, LLC reported RAUM up 32% ($730.0M -> $966.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.