Cura Wealth Advisors, LLC
● SEC registered since 2024CRD 332511SEC# 801-130922Chicago, IL
Reg. AUM
$527.7M
Employees
3
Accounts
701
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 $527.7 million in regulatory assets under management and employs 3 people.
Cura Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Maximilian Kort Control | Chief Executive Officer & Managing Partner | Over 75% | 2024 |
| Nandan Jagdish Shah Control | Chief Compliance Officer & Partner | 10-25% | 2024 |
Frequently asked questions
How much does Cura Wealth Advisors, LLC manage?
Cura Wealth Advisors, LLC reports $527.7 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
| Address | 180 North Stetson Ave, Ste 3500, Chicago, IL 60601 |
| Phone | 312-320-0058 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$527.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$527.7Mregulatory AUM
Discretionary $494.5MNon-discretionary $33.3M