Curated Wealth Solutions, LLC

Curated Wealth Solutions, LLC provides discretionary asset management and financial planning to individual and high‑net‑worth clients. Services include ongoing portfolio management and written financial plans covering investment, insurance, tax, retirement, education, debt/credit and estate matters, and the firm may engage sub‑advisors to manage portions of client assets.

The firm’s investment approach is grounded in Modern Portfolio Theory and a view that markets are generally efficient, favoring diversified, asset‑allocation portfolios implemented principally with passively managed, broad‑based mutual funds and conservative fixed‑income securities. CWSL manages accounts on a discretionary basis, conducts at least quarterly reviews, and uses the Focus Partners Advisor Solutions (FPAS) platform for trade execution, rebalancing and fee processing; it may also utilize less‑liquid vehicles (e.g., interval funds or private equity) and derivative or margin strategies when appropriate for a client’s objectives.

Noteworthy features include the principal’s role as a licensed insurance agent and the firm’s disclosure that insurance sales (compensated separately and occupying under 5% of the principal’s time) create potential conflicts of interest that the firm seeks to manage and disclose. The firm also requires custody at Pershing, Schwab or Fidelity, relies on FPAS for operational support and client servicing, and charges financial planning fees in the range of $4,000–$8,000 or $400 per hour; CWSL was founded in 2022 and reports roughly $39.6 million in assets under management for about 64 clients.