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, families, trusts, estates, charitable organizations, corporations and special purpose vehicles. The firm provides holistic balance-sheet advisory, portfolio construction and manager selection across public and private markets, and also offers consulting and family office services such as bookkeeping, bill pay and cash‑flow reporting. Curated Wealth Partners customizes portfolios using a mix of directly managed holdings and third‑party Independent Managers, and it manages substantial assets on both discretionary and non‑discretionary terms (approximately $889 million discretionary and $873 million non‑discretionary as of 12/31/2025). The firm recommends and facilitates investments in private funds and SPVs, conducts manager diligence and ongoing monitoring, and may act as manager or general partner to affiliated private vehicles while providing related due diligence and performance reporting. Notable features that distinguish the firm from many peers include a large amount of assets relative to its advisor headcount (approximately $1.76 billion in AUM with five advisors), its role as adviser and general partner to affiliated private vehicles with performance‑based compensation, and its willingness to use margin or other borrowing in certain separately managed accounts. The firm’s family office arrangements can extend to operational authorities—such as bill payment, designated signatory access and limited account servicing—that are less common among similarly sized advisory teams.

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.