Curated Wealth Partners LLC

Business address
2321 Rosecrans Ave, Suite 2215, El Segundo, CA, 90245
Top securities (13F)
APO, ARES, VOO, SPY, DFAI, RAYE, DIAMOND HILL FUNDS, TEX, AAPL, MSFT, NVDA, IVV, AMZN, SNAP, AMCR, VGT, ARCC, META, BRKA, and BRKB
State of incorporation
DE
Fiscal year end
31 December
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Curated Wealth Partners LLC has filed 23 SEC EDGAR filings since 01 Jul 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 09 Oct 2025 30 Sep 2025 028-20885
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-20885
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-20885
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-20885
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-20885
13F-HR Open Document Open Filing 04 Oct 2024 30 Sep 2024 028-20885
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-20885
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-20885
13F-HR Open Document Open Filing 12 Apr 2024 31 Mar 2024 028-20885
13F-HR Open Document Open Filing 09 Jan 2024 31 Dec 2023 028-20885
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-20885
13F-HR Open Document Open Filing 11 Jul 2023 30 Jun 2023 028-20885
13F-HR Open Document Open Filing 27 Apr 2023 31 Mar 2023 028-20885
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-20885
13F-HR Open Document Open Filing 14 Oct 2022 30 Sep 2022 028-20885
13F-HR Open Document Open Filing 27 Jul 2022 30 Jun 2022 028-20885
13F-HR Open Document Open Filing 28 Apr 2022 31 Mar 2022 028-20885
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-20885
13F-HR Open Document Open Filing 08 Nov 2021 30 Sep 2021 028-20885
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-20885
13F-HR Open Document Open Filing 14 May 2021 31 Mar 2021 028-20885
13F-HR Open Document Open Filing 16 Feb 2021 31 Dec 2020 028-20885
D Open Document Open Filing 01 Jul 2019 021-343222