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CORIENT
CORIENT PRIVATE WEALTH LLC
CRD 319448 · SEC 801-124978
830 BRICKELL PLAZA, SUITE 4800, MIAMI, IL, 33131, United States
Phone
(305) 735-2020
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.25B
Discretionary AUM
$148.00B
Team
1537 total employees; 620 advisory reps; 506 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6392 | $2.67B |
| High net worth individuals | 19571 | $155.03B |
| Banking/thrift institutions | 1 | $1.0M |
| Investment companies | 7 | $73.8M |
| Pension/profit sharing plans | 97 | $1.16B |
| Charitable organizations | 311 | $3.52B |
| Other investment advisers | 4 | $244.8M |
| Insurance companies | 3 | $86.0M |
| Corporations/business entities | 164 | $2.19B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD