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Cura Wealth Advisors, LLC

● SEC registered since 2024CRD 332511SEC# 801-130922Chicago, IL
Export (members)
Reg. AUM
$491.4M
Employees
3
Accounts
580
Location
Chicago, IL

Cura Wealth Advisors, LLC assets under management

Cura Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2024. It reports $491.4 million in regulatory assets under management and employs 3 people.
www.curawealth.comView on SEC.gov ↗

Cura Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Frederick Maximilian Kort ControlChief Executive Officer & Managing PartnerOver 75%2024
Nandan Jagdish Shah ControlChief Compliance Officer & Partner10-25%2024

Frequently asked questions

How much does Cura Wealth Advisors, LLC manage?

Cura Wealth Advisors, LLC reports $491.4 million in regulatory assets under management on its Form ADV.

How many employees does Cura Wealth Advisors, LLC have?

Cura Wealth Advisors, LLC reports 3 employees.

Where is Cura Wealth Advisors, LLC located?

Cura Wealth Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2024.

Does Cura Wealth Advisors, LLC disclose fund performance?

Cura Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 North Stetson Ave, Ste 3500, Chicago, IL 60601
Phone312-320-0058
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$488.7M
Non-discretionary$2.7M
Total (RAUM)$491.4M