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Sarah Ellis
from Curated Wealth Partners, LLC
Sarah Ellis is a financial advisor based in California, El Segundo,
with 13 years of experience. Sarah currently works for
Curated Wealth Partners, LLC.
Sarah maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sarah Ellis works at Curated Wealth Partners, LLC
Curated Wealth Partners, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $371,000,000 of assets under management and employs about 10 people. Curated Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and carried interest from private fund.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees and carried interest from private fund
Office location
2101 E El Segundo Blvd., Suite 501, El Segundo, California, 90245
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