CURATED WEALTH PARTNERS, LLC
CRD #297852 SEC #801-113890 EL SEGUNDO, CA 310-356-0830
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$565M
Employees
12
Clients
--
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.4B | $565M | $883M | 12 | 0 |
| Feb 2025 | $1.4B | $565M | $883M | 12 | 0 |
| Jun 2024 | $966M | $371M | $595M | 10 | 0 |
| Feb 2024 | $966M | $371M | $595M | 10 | 0 |
| Jun 2023 | $730M | $300M | $430M | 8 | 0 |
| Mar 2023 | $730M | $300M | $430M | 8 | 0 |
| Feb 2023 | $730M | $300M | $430M | 8 | 0 |
| Apr 2022 | $716.2M | $310.9M | $405.3M | 7 | 0 |
| Feb 2022 | $573M | $301M | $272M | 7 | 0 |
| Nov 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Oct 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Oct 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Jul 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Jun 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Mar 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Mar 2021 | $349.6M | $244.5M | $105M | 6 | 0 |
| Aug 2020 | $226.4M | $161.6M | $64.8M | 5 | 0 |
| Jun 2020 | $226.4M | $161.6M | $64.8M | 5 | 0 |
| Mar 2020 | $226.4M | $161.6M | $64.8M | 5 | 0 |
| Mar 2019 | $120.2M | $97.3M | $22.9M | 4 | 0 |
| Dec 2018 | $111.3M | $88.1M | $23.2M | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 3 | 0 |
| Aug 2018 | $0 | $0 | $0 | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$1.4B
Discretionary$565M
Non-Disc.$883M
Employees12
Clients0
DateFeb 2025
Total AUM$1.4B
Discretionary$565M
Non-Disc.$883M
Employees12
Clients0
DateJun 2024
Total AUM$966M
Discretionary$371M
Non-Disc.$595M
Employees10
Clients0
DateFeb 2024
Total AUM$966M
Discretionary$371M
Non-Disc.$595M
Employees10
Clients0
DateJun 2023
Total AUM$730M
Discretionary$300M
Non-Disc.$430M
Employees8
Clients0
DateMar 2023
Total AUM$730M
Discretionary$300M
Non-Disc.$430M
Employees8
Clients0
DateFeb 2023
Total AUM$730M
Discretionary$300M
Non-Disc.$430M
Employees8
Clients0
DateApr 2022
Total AUM$716.2M
Discretionary$310.9M
Non-Disc.$405.3M
Employees7
Clients0
DateFeb 2022
Total AUM$573M
Discretionary$301M
Non-Disc.$272M
Employees7
Clients0
DateNov 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateOct 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateOct 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateJul 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateJun 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateMar 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateMar 2021
Total AUM$349.6M
Discretionary$244.5M
Non-Disc.$105M
Employees6
Clients0
DateAug 2020
Total AUM$226.4M
Discretionary$161.6M
Non-Disc.$64.8M
Employees5
Clients0
DateJun 2020
Total AUM$226.4M
Discretionary$161.6M
Non-Disc.$64.8M
Employees5
Clients0
DateMar 2020
Total AUM$226.4M
Discretionary$161.6M
Non-Disc.$64.8M
Employees5
Clients0
DateMar 2019
Total AUM$120.2M
Discretionary$97.3M
Non-Disc.$22.9M
Employees4
Clients0
DateDec 2018
Total AUM$111.3M
Discretionary$88.1M
Non-Disc.$23.2M
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0