C
$42.1M Total AUM
$42.1M Disc. AUM
-- 3Y CAGR
1 Employees
603 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-2023
- Office Locations
- 1
Office Locations
-- Denver CO
About Curated Wealth Solutions, LLC
Curated Wealth Solutions, LLC is a Denver-based RIA. The firm has been operating for 3 years. Managing $42.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
59 AVG AGE
$42.1M AVG AUM / ADVISOR
$69.9K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
S
SALLY BRANDT LIEB
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #1599468
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,121,221 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,121,221 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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