Cura Wealth Advisors, LLC

Cura Wealth Advisors works with individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management as well as standalone financial planning and consulting. As of 12/31/2025 the firm reported $527,732,383 in regulatory assets under management across 172 client relationships and implements portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, sometimes through third-party sub-advisors.

The firm applies a mix of fundamental, technical, quantitative and qualitative analysis and uses a range of asset-allocation approaches (strategic, dynamic, tactical and core–satellite) to align portfolios with clients’ objectives and risk tolerances, with reviews at least annually and discretionary authority available when engaged. Cura’s stated implementation tools include derivatives (notably options), margin/borrowing and short-sale strategies in separately managed accounts, and the brochure describes the firm’s monitoring and risk disclosures around those techniques.

Noteworthy distinctions include a relatively large asset base managed with a small advisor headcount, producing a high AUM-per-advisor profile that is less common among peer team firms. The firm also emphasizes its operational relationships with major custodians and institutional platform services (Schwab, Fidelity, National Financial Services) and the use of sub-advisors, noting both the research and technology benefits these arrangements provide and the potential conflicts the firm discloses and seeks to manage.