Curated Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,617,306
Total clients
64
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
64
Average account size
$619,020
About
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.
Client services
Expertise
Fee options
Fixed financial planning fees range from $4,000 to $8,000 based on complexity
$1 - $2,000,000: 1.30% annually $2,000,000.01 - $3,000,000: 1.15% annually $3,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $7,000,000: 0.85% annually $7,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01+: 0.65% annually
$400 per hour for financial planning services
Fee-only: Financial planning fixed fees between $4,000 and $8,000; hourly fees $400 per hour
Main office location
Curated Wealth Solutions, LLC
Denver CO, United States
Number of offices
1
Most active in
California · Colorado · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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