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Curated Wealth Partners
AddedFeb 16, 2024
UpdatedJun 18, 2026
Curated Wealth Partners

Curated Wealth Partners

Operating

Curated Wealth Partners: A multi-family office providing sophisticated financial advice.

Location
El Segundo, CA, US
Founded
2018
Firm
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Fundraising
Employees
Website

Curated Wealth Partners is a multi-family office and investment advisor providing comprehensive financial advice to a select group of clients. They focus on delivering integrated wealth management solutions tailored to the needs of successful families and individuals.

Founded with the backing of sophisticated financial professionals, Curated Wealth Partners aims to offer a superior, more holistic approach to wealth management. Their services are designed to address the complex financial needs of their clients, emphasizing personalized strategies and long-term well-being.

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Curated Wealth Partners - Classification

Also Known As
  • Curated Wealth Partners, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 7 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end