Curated Wealth Partners
Financial Services, 2321 Rosecrans Ave, El Segundo, California, 90245, United States, 1-10 Employees
Phone Number: +13*********
Who is CURATED WEALTH PARTNERS
Curated Wealth Partners is a multi-family office delivering differentiated financial advice and well-being to a select group of families. As veterans of the wealth management industry, wi...
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Headquarters: 2321 Rosecrans Ave, El Segundo, California, 90245, United States
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Date Founded: 2018
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
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CEO:
Lee Hutter
Email
Phone
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Curated Wealth Partners
Answer: Curated Wealth Partners's headquarters are located at 2321 Rosecrans Ave, El Segundo, California, 90245, United States
Answer: Curated Wealth Partners's phone number is +13*********
Answer: Curated Wealth Partners's official website is https://curatedwealthpartners.com
Answer: Curated Wealth Partners's revenue is $1 Million to $5 Million
Answer: Curated Wealth Partners's SIC: 6282
Answer: Curated Wealth Partners's NAICS: 523940
Answer: Curated Wealth Partners has 1-10 employees
Answer: Curated Wealth Partners is in Financial Services
Answer: Curated Wealth Partners contact info: Phone number: +13********* Website: https://curatedwealthpartners.com
Answer: Curated Wealth Partners is a multi-family office delivering differentiated financial advice and well-being to a select group of families. As veterans of the wealth management industry, with backing from some of the most sophisticated financial professionals in the industry, we launched Curated Wealth because our clients deserve a better, more integrated experience. They deserve the unbiased, thoughtful, personalized approach to managing their financial life that they would get from their own, dedicated family office. Curated Wealth Partners delivers this seamless, integrated approach to those families who understand the benefits of having a family office, but dont want to manage it themselves. Our primary services include investment management, cash flow management, financial and estate planning, and debt management, though we often help with issues far afield from these core competencies. At Curated, our clients are our partners, and we use that word in our firms name with intention. As trusted, long-term, family advisors, everyday we are guiding our clients through the many challenges and opportunities that come with generational wealth. If you are interested in having us do the same for you and your family, please ask a friend or client to refer you.
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