Axel J Hsu
Investment adviser representative at Curated Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Curated Wealth Partners, LLCJun 2025 to now
- Parametric Portfolio AssociatesJun 2023 to May 2025
- Delta Delta DeltaJan 2022 to Mar 2023
- Nor-cal FdcJun 2021 to Feb 2023
- University of WashingtonSep 2020 to May 2025
- San Rafael AirportAug 2019 to Aug 2020
- Osher Marin JccJun 2018 to Mar 2020
- Selman Breitman LLPJun 2017 to Sep 2018
- StudentOct 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Curated Wealth Partners, LLC
$1.8BAssets managed
74Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7712914
- Firm CRD
- 297852