Curated Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Curated Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning and consulting to individuals and high-net-worth clients. The firm manages roughly $42 million across about 63 client relationships and bills for ongoing portfolio management on an asset‑based basis while also offering standalone planning engagements.
The firm's investment approach is grounded in modern portfolio theory and a belief in market efficiency, emphasizing diversified, passively oriented asset‑class funds and strategic asset allocation. It operates with discretionary trading authority, conducts quarterly account reviews, and leverages third‑party research and sub‑advisors accessed through the Focus Partners Advisor Solutions platform to implement and monitor client portfolios.
Noteworthy aspects include an affiliation with an insurance practice: the firm’s owner is a licensed insurance agent who may offer insurance and annuity products and receive customary commissions, a relationship the firm discloses and manages as a potential conflict of interest. The firm also relies on the Focus Partners platform to access sub‑advisors and certain less liquid or alternative vehicles, maintains a policy capping combined adviser and sub‑adviser fees at 2%, and generally leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Fixed fees for financial plans between $4,000 and $8,000, billed 50% in advance, balance upon delivery.
$1 - $2,000,000: 1.30% $2,000,000.01 - $3,000,000: 1.15% $3,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $7,000,000: 0.85% $7,000,000.01 - $10,000,000: 0.75% $10,000,000.01+: 0.65%
$400 per hour for financial planning services.
Fee-only: Financial planning fees charged as fixed fees between $4,000 and $8,000, or hourly fees at $400 per hour.
Main office
Denver CO
Advisors at this office
1
Most active in
California · Colorado · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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