# Cura Wealth Advisors, LLC

> Cura Wealth Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 332511
- Filed as: CURA WEALTH ADVISORS, LLC
- Also doing business as: CURA WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332511
- AdvisorCensus page: https://advisorcensus.com/firm/cura-wealth-advisors-llc-chicago-il-332511

## Quick answers

**How is Cura Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cura Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Cura Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cura Wealth Advisors, LLC located?**
Cura Wealth Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Cura Wealth Advisors, LLC registered with the SEC or a state?**
Cura Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332511.

**How much does Cura Wealth Advisors, LLC manage?**
Cura Wealth Advisors, LLC reports $527,732,383 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (94% discretionary).

**How have Cura Wealth Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Cura Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2024 data and $527,732,383 in the October 2026 data. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cura Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (55).

**Which custodians does Cura Wealth Advisors, LLC use?**
Cura Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cura Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332511

**What changed in Cura Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 1.00%. Fees to be assessed will be outlined in the advisory agreement to be signed by the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $527,732,383
- Discretionary: $494,462,586
- Non-discretionary: $33,269,797

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $7,199,756 |
| High net worth individuals | 117 | $520,532,627 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, NH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- curawealth.com
- LinkedIn @CURA-WEALTH-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | September 26, 2024 |
| October 2025 | $491,366,692 | 3 | March 28, 2025 |
| October 2026 | $527,732,383 | 3 | March 2, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $527,732,383 in the October 2026 data.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cura Wealth Advisors, LLC (CRD 332511): Form ADV filing data as of October 2026.