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

Clients

Accounts

328

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 1, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	D	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	D	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
HUTTER, LEE, BENJAMIN	I	MANAGING MEMBER	C	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
MOFFAT, SUSAN, DAWN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control
WARD, RICHARD, ALAN	I	MANAGING MEMBER	B	Control

Registrations

Federal

Apr 1, 2025 REGISTERED

Notice Filings (7)

CA DE FL NV NY SD UT

Address

2101 E EL SEGUNDO BLVD.
SUITE 501
EL SEGUNDO, CA 90245
United States

Phone: 310-356-0830