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Corient Private Wealth LLC

● SEC registered since 2022CRD 319448SEC# 801-124978Miami, FL
Export (members)
Reg. AUM
$14.4M
Employees
1,181
Accounts
109,685
Location
Miami, FL

Corient Private Wealth LLC assets under management

Corient Private Wealth LLC is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2022. It reports $14.4 million in regulatory assets under management and employs 1,181 people.
www.youtube.com/@corientprivatewealthView on SEC.gov ↗

Corient Private Wealth LLC owners & executives

14 reported
NameTitleOwnershipSince
Alexander Eppler ControlHead Of Client OperationsUnder 5%2025
Andrew Mark Holmberg ControlHead Of SolutionsUnder 5%2023
Corient Partners LLC ControlOwnerOver 75%2023
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Frequently asked questions

How much does Corient Private Wealth LLC manage?

Corient Private Wealth LLC reports $14.4 million in regulatory assets under management on its Form ADV.

How many employees does Corient Private Wealth LLC have?

Corient Private Wealth LLC reports 1,181 employees.

Where is Corient Private Wealth LLC located?

Corient Private Wealth LLC is based in Miami, FL and has been SEC-registered since 2022.

Does Corient Private Wealth LLC disclose fund performance?

Corient Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address830 Brickell Plaza, Suite 4800, Miami, FL 33131
Phone(305) 735-2020
Office hours9 a.m. - 5 p.m. Est
SEC regionChicago Regional Office (CHRO)
CIK1948780
Discloses disciplinary historyNo

Assets under management

Discretionary$12.9M
Non-discretionary$14.21B
Total (RAUM)$14.4M