A complete list of active advisors currently associated with Cura Wealth Advisors, LLC
Warmer can help you find a great advisor at Cura Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Cura Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 18
| |
Chicago, IL
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")