Curated Wealth Partners, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $889M
- Clients
- 74
- Avg AUM / client
- $23.8M
- Accounts
- 421
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 68 | $1.6B | 88.8% |
| Pooled investment vehicles (non-investment companies) | 6 | $197M | 11.2% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $21.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Curated Investment Partners I, Llc | Other Private Fund | Delaware | $18.3M | 12 |
| Curated Lglu Llc | Private Equity Fund | Delaware | $3.5M | 7 |
| Curated Monarch Lufc Llc | Private Equity Fund | Delaware | $2.5K | 7 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee Benjamin Hutter | Managing Member | Sep 2018 (8y) | 25% – 50% | |
| Moffat, Susan, Dawn | Managing Member And Chief Compliance Officer | Sep 2018 (8y) | 10% – 25% | |
| Richard Alan Ward | Managing Member | CFA | Sep 2018 (8y) | 10% – 25% |
| John Leighton Sullivan | Registered representative | Nov 2024 (2y) | ||
| Ryan J Reid | Registered representative | Aug 2025 (1y) | ||
| Axel J Hsu | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $21.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Curated Investment Partners I, Llc | Other Private Fund | $18.3M | $500K | 12 |
| Curated Lglu Llc | Private Equity Fund | $3.5M | $0 | 7 |
| Curated Monarch Lufc Llc | Private Equity Fund | $2.5K | $0 | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $165M (9% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗