Cura Wealth Advisors, LLC

Cura Wealth Advisors provides comprehensive portfolio management and standalone financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and business entities. As of 12/31/2025 the firm reported $527,732,383 in regulatory assets under management and implements portfolios using individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, sometimes with sub‑advisory relationships.

The firm employs a mix of analytical methods — fundamental, technical, quantitative, cyclical and qualitative — and uses a range of asset allocation approaches (strategic, dynamic, tactical and core‑satellite) while monitoring and rebalancing portfolios on an ongoing basis. Its investment program includes both long‑term and short‑term trading, use of ETFs and alternative investments, and the option to incorporate third‑party money managers to implement client strategies.

What distinguishes Cura from many peers is the combination of a relatively large amount of assets under management (over $527 million reported) and the documented use of more sophisticated trading tools and leverage in client accounts — the brochure discloses options strategies, short sales and margin/borrowing. The firm also describes conservative cash‑management practices (money‑market funds, CDs, commercial paper and government‑backed debt) alongside access to alternatives and third‑party management, which may appeal to clients seeking both liquidity and advanced investment techniques.