CURATED WEALTH PARTNERS, LLC of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 297852). Regulatory assets under management: $1.8B.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Richard Alan Ward | MANAGING MEMBER | El Segundo, CA |
| Susan Dawn Moffat | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | El Segundo, CA |
| Lee Benjamin Hutter | MANAGING MEMBER | El Segundo, CA |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| HUTTER LEE BENJAMIN | MANAGING MEMBER | — |
| MOFFAT SUSAN DAWN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WARD RICHARD ALAN | MANAGING MEMBER | — |