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| Corient Private Wealth LLC
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| CRD # | 319448 |
| SEC # | 801-124978 |
| CIK # | 0001948780 |
| AUM | 165.3 B (2026-03-31) |
| Employees | 1,537 (40% Investors, 0% Brokers) |
| Phone | 305-735-2020 |
| Address | 830 Brickell Plaza Miami, IL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Thu, 02 Jul 2026 | Corient Private Wealth LLC Has $1.30 Million Stock Holdings in Flex Ltd. $FLEX — MarketBeat |
| Tue, 30 Jun 2026 | Corient Private Wealth LLC Raises Stock Position in Lincoln Electric Holdings, Inc. $LECO — MarketBeat |
| Tue, 30 Jun 2026 | Fortune Brands Innovations, Inc. $FBIN Shares Purchased by Corient Private Wealth LLC — MarketBeat |
| Sun, 28 Jun 2026 | Ball Corporation $BALL Shares Purchased by Corient Private Wealth LLC — MarketBeat |
| Fri, 15 May 2026 | Fund Update: New $5.4M $EXLS stock position opened by Corient Private Wealth LLC — Quiver Quantitative |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.1 | ||
| Nvidia Corp | 1.9 | ||
| Alphabet Inc | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| Johnson & Johnson | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,392 | 2.7 |
| (b) Individuals (high net worth individuals) | 19,571 | 155.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 7 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 97 | 1.2 |
| (h) Charitable organizations | 311 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 0.2 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 164 | 2.2 |
| (n) Other | 36 | 0.3 |
| Total | 113,752 | 165.3 |
| By Discretionary | ||
| Discretionary | 104,460 | 148.0 |
| Non-Discretionary | 9,292 | 17.2 |
| Total | 113,752 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 164.6 | |
| Total | 113,752 | 165.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001948780] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 506 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 254900RACBB0CMAMZQ52 |
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