Curated Wealth Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. The firm advises 7 private funds.
Curated Wealth Partners reports 74 clients. They include 68 high-net-worth individuals and 6 pooled investment vehicles. Of its assets, 50.5% ($889M across 324 accounts) are managed with discretion; $873M across 97 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 92% | 89% |
| Pooled investment vehicles | 8% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 68 | $1.57B | 88.8% | $23M |
| Pooled investment vehicles | 6 | $197M | 11.2% | $32.8M |
| Total | 74 | $1.76B | 100% | $23.8M |
- Clients
- 68
- Regulatory AUM
- $1.57B
- AUM share
- 88.8%
- Avg. per client
- $23M
- Clients
- 6
- Regulatory AUM
- $197M
- AUM share
- 11.2%
- Avg. per client
- $32.8M
Total
- Clients
- 74
- Regulatory AUM
- $1.76B
- AUM share
- 100%
- Avg. per client
- $23.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
Curated Wealth Partners charges up to 1.50% a year for its Wealth Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $25,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Fees
- Stand-alone consulting is a negotiable fixed fee, not to exceed $1,000,000, billed monthly in advance; some engagements rise 5% a year.
- Family Office Services
- Family office service fees are negotiable and may be charged monthly or included in the advisory fee for clients who also use asset management.
Lee Hutter owns 25% to 50% of Curated Wealth Partners. The leadership team of Curated Wealth Partners includes Chief Compliance Officer Susan Moffat. It has 12 employees, 5 of them in advisory roles.
Leadership
- Susan MoffatManaging Member and Chief Compliance Officer
- Lee HutterManaging Member
- Richard WardManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Axel J Hsu
- Lee Benjamin Hutter
- Ryan J Reid
- John Leighton Sullivan
- Richard Alan Ward
Staff
- 12 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Curated Wealth Partners, LLC
Lee Hutter
Control person · since September 2018
- Owns 10% to 25% of Curated Wealth Partners, LLC
Susan Moffat
Control person · since September 2018
- Owns 10% to 25% of Curated Wealth Partners, LLC
Richard Ward
Control person · since September 2018
Curated Wealth Partners’ regulatory assets grew 5.0× from $350M (July 2021) to $1.76B (July 2026); clients rose from 11 to 74 and employees from 6 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.76B | 74 | 12 | 1 |
| April 2025 | $1.45B | 46 | 12 | 1 |
| June 2024 | $966M | 31 | 10 | 1 |
| June 2023 | $730M | 23 | 8 | 1 |
| April 2022 | $716M | 12 | 7 | 1 |
| July 2021 | $350M | 11 | 6 | 1 |
Besides its headquarters, Curated Wealth Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2101 E El Segundo BLVD., Suite 501, El SegundoHQ
Contact and registration details
- Legal name
- Curated Wealth Partners, LLC
- Headquarters
- 2101 E El Segundo BLVD., Suite 501, El Segundo, CA 90245
- Website
- curatedwealthpartners.com
- Phone
- 310-356-0830
- @curated-wealth-partners
- SEC file
- 801-113890
- Structure
- Delaware LLC
- Fiscal year end
- December
Curated Wealth Partners uses Charles Schwab ($165M) as custodian for its separately managed accounts. Curated Wealth Partners has custody of $32.4M in client assets for 5 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $165M100%
At year end, Curated Wealth Partners’ separately managed accounts were mostly in stocks (60%) and funds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $863M across 241 positions; the largest are Apollo Global Mgmt Inc. (30.3%), Ares Management Corporation (19.0%) and Vanguard Index Fds (7.6%).
What the accounts hold
- Stocks60%
- Funds27%
- Bonds13%
- State and local bonds7%
- U.S. government and agency bonds6%
Reported 13F holdings
- $863M
- Reported 13F value
- 241
- Positions
- 73.7%
- In the 10 largest
- +8.8%
- Value vs. prior quarter
- Apollo Global Mgmt Inc.30.3%
- Ares Management Corporation · CL A Com Stk19.0%
- Vanguard Index Fds · S&P 500 ETF Shs7.6%
- State Str SPDR S&P 500 ETF T · TR Unit4.6%
- Dimensional ETF Trust · Intl Core EQT MK3.5%
- Dimensional ETF Trust · Emerging Mkts CO2.4%
- Terex Corp. New1.9%
- Touchstone ETF Trust · Larg CO Grow ETF1.6%
- Apple Inc.1.6%
- iShares TR · Core S&P500 ETF1.2%
Together, the ten largest are 73.7% of reported value.
How many clients does Curated Wealth Partners have?
Curated Wealth Partners has 74 clients and manages $1.76 billion for them, as of July 2026. They include 68 high-net-worth individuals and 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Curated Wealth Partners offer?
Curated Wealth Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Curated Wealth Partners charge?
Curated Wealth Partners charges up to 1.50% a year for its Wealth Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $25,000,000.
Source: DISCLOSURE BROCHURE FOR CURATED WEALTH PARTNERS, LLC, filed 18 March 2026
Which custodians does Curated Wealth Partners use?
Curated Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $165M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Curated Wealth Partners have?
Curated Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Curated Wealth Partners invest in?
At the end of its last fiscal year, Curated Wealth Partners’ separately managed accounts held 60% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds and 6% U.S. government and agency bonds. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Curated Wealth Partners have a minimum investment?
Yes, Curated Wealth Partners’ minimum account size for its Wealth Management Fees is $25M.
Source: DISCLOSURE BROCHURE FOR CURATED WEALTH PARTNERS, LLC, filed 18 March 2026
Who owns Curated Wealth Partners?
Curated Wealth Partners’ direct owners are Lee Hutter, Susan Moffat and Richard Ward, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Curated Wealth Partners get paid?
Curated Wealth Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Curated Wealth Partners registered with the SEC?
Yes, Curated Wealth Partners has been registered with the SEC as an investment adviser since 28 August 2018. Its CRD number is 297852 and its SEC file number is 801-113890.
Source: Form ADV Part 1A, Item 1, filed 29 July 2026; IAPD firm record
How do I contact Curated Wealth Partners?
Curated Wealth Partners’ main office is at 2101 E El Segundo BLVD., Suite 501, El Segundo, CA 90245. Its phone number is 310-356-0830. Its website is curatedwealthpartners.com.