A complete list of active advisors currently associated with Curated Wealth Partners, LLC

Warmer can help you find a great advisor at Curated Wealth Partners, LLC or one who fits your needs even better.

Curated Wealth Partners advises ultra‑high‑net‑worth individuals and their families, along with trusts, estates, charitable organizations and investment entities, offering holistic wealth management, portfolio construction, manager diligence, and access to private market investments such as direct private equity and real estate. The firm manages about $1.762 billion for a concentrated client base (68 clients) and generally requires a minimum portfolio size of $25 million. The firm provides customized advice across clients’ full balance sheets and uses both third‑party independent managers and in‑house management, operating with a mix of discretionary and non‑discretionary arrangements (as of 12/31/2025 it reported $889 million discretionary and $873 million non‑discretionary). Curated conducts ongoing due diligence and monitoring, may recommend private funds and special purpose vehicles, and for certain accounts can employ leverage or margin and participate in pooled investment vehicles. Noteworthy elements include Curated’s role as manager and general partner for affiliated SPVs and private funds, arrangements under which it may receive performance‑based compensation and enter into side letters, and its disclosure of the resulting conflicts of interest. The firm also offers family‑office services — including bookkeeping, bill pay, cash‑flow reporting and the option to act as a non‑owner signatory or to access client account credentials — and operates with relatively high AUM per adviser, reflecting a concentrated, service‑intensive client model.

To learn more about the advisors currently working at Curated Wealth Partners, 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.