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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.88
Curated Wealth Partners logo

Curated Wealth Partners

El Segundo, CA · Firm website

82%AUM growth, 2024 to 2026
$1.76BAUM in the 2026 filing
139%client growth
12people at the firm

AUM by filing

$730M2023
$966M2024
$1.45B2025
$1.76B2026

Clients by filing

232023
312024
462025
742026

Key people

  • Lee HutterChief Executive OfficerOwner · 1 year at the firm
    in
  • Richard WardChief Investment OfficerOwner · 8 years at the firm
    in
  • Susan MoffatPresidentOwner · 8 years at the firm
    in
  • John SullivanVice President, Investments2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth82%104%
  • Client growth139%43%
  • People127
  • AUM per person$146.8M$49.7M

Rank by measure

  • Official rankNo. 8882%
  • Client growthNo. 6139%
  • AUM added per personNo. 8$66.3M
  • AUM per personNo. 4$146.8M
← No. 87 Integrated Wealth ManagementNo. 89 Cavu Wealth Management →
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Curated Wealth Partners: No. 88 on The Lean 100 (2026) — Private Wealth Daily