Fee-only adviser · El Segundo, CA
Curated Wealth Partners, LLC
Curated Wealth Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in El Segundo, California. On its latest Form ADV, filed October 22, 2026, it reports $1.8B in regulatory assets under management, 68 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 297852 · SEC file 801-113890 |
| Office | 2101 E El Segundo Blvd. Suite 501 El Segundo, CA 90245 |
| Phone | (310) 356-0830 |
| Website | www.curatedwealthpartners.com |
| Regulatory assets under management | $1.8B ($889M discretionary) |
| Individual clients | 0 non-high-net-worth, 68 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in El Segundo
- Regatta Capital Group, LLC $1.6B
- Validus Capital LLC $2.5B
- Greenshields Capital LLC $192M
- Sharper & Granite LLC $366M
- Rylander Richter $102M
- Goldberg Financial Advisors, LLC $120M
See all 18 fee-only advisers in El Segundo →
Nearby
- Manhattan Beach 16 firms
- Hermosa Beach 6 firms
- Marina Del Rey 6 firms
- Culver City 1 firm
- Torrance 15 firms
- Redondo Beach 4 firms
- Venice 1 firm
- Santa Monica 24 firms
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