RIA Intel›Advisers›Colorado›CURATED WEALTH SOLUTIONS, LLC

CURATED WEALTH SOLUTIONS, LLC

Advisory

CO

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in CO
#691
of 720 advisers by AUM
Average account
$669K
across 63 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM
$42M
Discretionary %
100%
Clients
63
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

STRONGWATER SCHOTT, LTD.
DENVER, CO
$42M
+30.1% 1Y
TRUHLAR FINANCIAL STRATEGIES, INC.
BOULDER, CO
$42M
0.0% 1Y
PRIVATE CLIENT WEALTH ADVISORS, LLC
DENVER, CO
$42M
SOCRATIC FUND MANAGEMENT, LP
STEAMBOAT SPRINGS, CO
$43M
-69.8% 1Y
STONEBRIDGE FINANCIAL SOLUTIONS, INC.
LONE TREE, CO
$42M
NEXUS FINANCIAL PROGRAMS, INC.
COLORADO SPRINGS, CO
$42M
-4.8% 1Y

Get the full picture on CURATED WEALTH SOLUTIONS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CURATED WEALTH SOLUTIONS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans