Verified 4 Nov 2026
Curated Wealth Partners, LLC
SEC-registered investment adviser that describes itself as a multi-family office, based in El Segundo, California. Form ADV reports $1.8B in regulatory assets for 68 high-net-worth clients.
- Type
- Multi-family office
- Location
- El Segundo, California, United States
- Sectors
- Public equities, Fixed income, Private equity, Venture
- Fund size / AUM
- $1.8B regulatory AUM (Form ADV, filed 2026-10-22)
- Latest fund or filing
- 22 Oct 2026
Contacts on file
For Curated Wealth Partners, LLC, the paid file holds: 3 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/297852
- reports.adviserinfo.sec.gov/reports/ADV/297852/PDF/297852.pdf
- curatedwealthpartners.com/
Last checked 4 Nov 2026. Is something wrong? Tell us.
Appears in 11 lists
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