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CUREWELL CAPITAL MANAGEMENT, LLC

LOS ANGELES, CA · CRD 318142 · IAPD ↗ · curewellcapital.com · 310-361-1510

$744.3MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CUREWELL CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($196.8M -> $744.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2026 — CUREWELL CAPITAL MANAGEMENT, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
August 2024 — CUREWELL CAPITAL MANAGEMENT, LLC (LOS ANGELES, CA) is newly SEC-registered with $173.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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