CRD: 297852
Curated Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Meridian beaconSignal prime +more
- Established Date
- 08-28-2018
- Office Locations
- 2
Office Locations
About Curated Wealth Partners, LLC
Curated Wealth Partners is a multi-family office and investment adviser founded in 2018 with backing from a small group of successful families. The firm serves families as long-term advisors, coordinating an integrated wealth experience and helping clients simplify complex financial lives. Investment work centers on asset allocation using ETFs and public funds, complemented by fixed-income exposures, with an emphasis on unbiased sourcing and evaluation of opportunities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEE BENJAMIN HUTTER
Managing Member
- CRD
- #2615576
- Ownership
- 25% but less than 50%
SUSAN DAWN MOFFAT
Chief Compliance Officer, Managing Member, President
- CRD
- --
- Ownership
- 10% but less than 25%
Pathway element
Legacy atlas element
- CRD
- #97504
- Ownership
- 46.3%
Showing 2 of 3 owners & executives
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RICHARD GORDON FAW III
President
- CRD
- #5922307
Axel J Hsu
--
- CRD
- #7712914
Delta glacier
Radial prime element
- CRD
- #48966
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $889,000,000 | $2,743,827 |
| Non-Discretionary | $873,000,000 | $9,000,000 |
| Total | $1,762,000,000 | $4,185,273 |
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Separately Managed Accounts
Total SMA Asset: $1,565,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,126,364,849 | 20.6% |
| Public Funds | $1,432,561,118 | 26.2% |
| Municipal Bonds | $1,733,289,597 | 31.7% |
| U.S. Government/Agency | $1,175,574,963 | 21.5% |
| Total | $5,467,790,527 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT DELTA | GLACIER RIDGE | X8X9YN23I | RQL | 6.12% | $56,285,319 |
| ZENITH INSIGHT MERIDIAN | BRIDGE HARBOR | WIVV8FN5N | MOY | 7.75% | $43,524,063 |
| CATALYST PATHWAY | CREST PIONEER | XSHVVBZ1E | BUJUH | 4.41% | $31,465,500 |
| CREST VITAL INSIGHT | FRONTIER FOUNDATION | V19GFXPOE | UPS | 0.68% | $25,907,273 |
| WAVE VECTOR DELTA | RIDGE CATALYST | 5VL12ZK85 | ULGOG | 5.29% | $14,502,308 |
| RADIAL VERTEX | MERIDIAN MOMENTUM | UEH4HZJP2 | IDTV | 5.90% | $79,389,914 |
| PATHWAY INSIGHT | VALUE RIDGE | S5HHKMXOS | PAZJ | 10.81% | $24,356,400 |
| FRONTIER FRONTIER | CREST VERTEX | MR9Q3VWS0 | KKIM | 6.61% | $7,485,251 |