Curated Wealth Partners, LLC

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Home - CURATED WEALTH PARTNERS PHONE: (310) 356-0830 CLIENT LOGIN FORM CRS Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a growing community of clients. The Only Call You’ll Need to Make. Curated Wealth Partners is a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients. Founded in 2018 with the backing of a small group of successful families, we launched Curated Wealth because our clients deserve a better, more integrated experience. At Curated, our clients are our partners, and we use that word in our firm’s name with intention. As trusted, long-term, family advisors, we guide them through the many challenges and opportunities that come with wealth. Please contact us if you think we can be helpful to you and your family. LEE HUTTER Chief Executive Officer SUSAN MOFFAT President RICHARD A. WARD, CFA® Chief Investment Officer MAXINE SAM JEAN BONG JACK SULLIVAN READ FULL BIOS READ FULL BIOS Our clients crave simplicity, yet their lives are complex. They want their time back, the time that they are losing to the administration of their wealth. We handle that complexity so our clients can spend more time pursuing what’s meaningful to them. READ MORE We believe that our clients want the peace of mind that comes with knowing that their financial interests come first, and they don’t need to question the motives behind the advice they’re getting. Our clients value havin

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