Curated Wealth Partners

What Curated Wealth Partners does

Curated Wealth Partners is a privately held multi-family office and SEC-registered investment adviser headquartered in El Segundo, California. Founded in 2018 by Lee Hutter and Jean Bong with backing from a small group of successful families, the firm delivers integrated financial advice and wealth management services to a select community of high-net-worth families. Service offerings span portfolio management, financial planning, investment advisory, estate planning, charitable giving strategy, and multi-generational wealth transition guidance. The firm positions itself as a fiduciary-aligned, fee-only alternative to large institutional wealth managers, with client relationships explicitly framed as long-term partnerships.

The firm operates without a proprietary technology platform or software product; service delivery is relationship-driven rather than technology-led. Operational infrastructure relies on Addepar for client portfolio reporting. Investment execution involves discretionary management of public-market securities, with 13F-disclosed positions spanning equity ETFs (Vanguard S&P 500 ETF, iShares Core S&P 500 ETF), individual equities (Amazon, Broadcom, Netflix), commodities (SPDR Gold Shares), and specialized real assets (Texas Pacific Land Corporation). No AI/ML capabilities, proprietary models, patents, or software products are disclosed.

Revenue is generated through investment advisory fees, typically structured as a recurring percentage of assets under management. The go-to-market motion is sales-led and referral-based, targeting U.S.-resident high-net-worth families through direct outreach. With 1-10 employees, the firm is structured as a California LLC and is licensed to operate only in U.S. states where it is registered or qualifies for exemption. Total disclosed funding across two rounds (2018 seed of $1.75M and 2023 round of $17.05M) totals approximately $18.8M.

Name

Curated Wealth Partners

Legal name

Curated Wealth Partners, LLC

Website

https://curatedwealthpartners.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Curated Wealth Partners is a privately held multi-family office and SEC-registered investment adviser founded in 2018 that delivers integrated wealth management, investment advisory, and family office services to a select community of high-net-worth families in the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

El Segundo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: As an SEC registered investment adviser, Curated Wealth Partners generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). The firm delivers financial advice and wealth management services to high-net-worth clients.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Curated Wealth Partners is a multi-family office and SEC registered investment adviser delivering financial advice and wealth management services to a select group of high-net-worth families. Its core offering spans investment advisory and portfolio management, comprehensive financial planning, estate planning, charitable giving and family foundation support, and multi-generational wealth transition guidance. Services are tailored to each family and delivered through long-term advisory relationships.

Product overview

Curated Wealth Partners is a multi-family office and SEC-registered investment advisory firm that delivers financial advice and wealth management services to high-net-worth clients and families. Founded in 2018 and headquartered in El Segundo, California, the firm provides investment advisory services including portfolio management, financial planning, and wealth advisory. The company does not operate a technology product platform; it is a service-based wealth management firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-Family Office Investment Advisory

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Aspiriant: Aspiriant is an independent, fee-only multi-family office serving HNW families with integrated investment, tax, and estate planning — the closest direct comparable to Curated Wealth Partners in size, model, and client base.
• Homrich Berg: Homrich Berg is a fee-only multi-family office serving HNW and ultra-HNW families with comprehensive wealth management, very similar in independent fiduciary positioning to Curated Wealth Partners.
• Halbert Hargrove: Halbert Hargrove is a California-based multi-family office offering fee-only, conflict-free wealth advisory to HNW families — directly comparable geographically and by service model to Curated Wealth Partners.
• Beacon Pointe Advisors: Beacon Pointe is a California-headquartered multi-family office and RIA providing integrated wealth advisory to HNW families, with a comparable independent, fee-based model to Curated Wealth Partners.
• Crestwood Advisors Group: Crestwood Advisors is a boutique independent RIA and multi-family office serving HNW families with personalized investment and financial planning, directly comparable in scale and philosophy to Curated Wealth Partners.
• Pitcairn: Pitcairn is a multi-family office serving HNW and ultra-HNW families with multi-generational wealth planning and family governance — directly comparable in target market and integrated service model to Curated Wealth Partners.

Broad incumbents

• Hightower Advisors: Hightower is a national RIA platform providing wealth management and family office services to HNW clients. Larger and broader than CWP, but operates in the same fee-based RIA/MFO space with overlapping services.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management offers extensive family office, investment management, and trust services to ultra-HNW families. A broad incumbent competitor with substantially more resources than CWP, competing for the same HNW client wallet.
• Northern Trust Wealth Management: Northern Trust provides comprehensive family office, wealth advisory, and trust services globally. A large incumbent that competes for the same HNW and ultra-HNW family relationships that Curated serves.
• Goldman Sachs Family Office: Goldman Sachs Family Office provides full-service wealth advisory, investment management, and family office services to ultra-HNW families. A broad incumbent competitor with deep resources that competes with independent MFOs like Curated.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Curated Wealth Partners