Curated Wealth Partners

EST. AUM
$1,448,000,000

CONTACTS
6

CLIENT ACCOUNTS
328

Firm Details

Metro area Los Angeles
CRD Number 297852
Website curatedwealthpartners.com
Client types

Overview

Curated Wealth Partners is a multi-family office and investment advisory firm dedicated to providing comprehensive financial guidance and well-being to an expanding community of clients. Established in 2018 with the support of a select group of successful families, Curated Wealth was created to offer clients a superior and more integrated experience.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Curated Wealth Partners

Platform Details

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Address

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