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| Happy Holidays!! thanks for using AUM13F!! |
| Corient Private Wealth LLC
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| CRD # | 319448 |
| SEC # | 801-124978 |
| CIK # | 0001948780 |
| AUM | $143.6 B (2025-03-31) |
| Employees | 1,181 (52% Investors, 0% Brokers) |
| Phone | 305-735-2020 |
| Address | 830 Brickell Plaza Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001948780 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.1 | ||
| Amazon Com Inc | 1.5 | ||
| Nvidia Corp | 1.5 | ||
| VISA Inc | 1.4 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Stryker Corp | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Facebook Inc | 0.8 | ||
| Thermo Fisher Scientific Inc | 0.7 | ||
| ServiceNow Inc | 0.7 | ||
| TJX Companies Inc /DE/ | 0.6 | ||
| Starbucks Corp | 0.6 | ||
| Texas Instruments Inc | 0.5 | ||
| Roper Industries Inc | 0.5 | ||
| Lilly Eli & Co | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,423 | 8.4 |
| (b) Individuals (high net worth individuals) | 16,688 | 121.7 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 6 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 0.3 |
| (g) Pension and profit sharing plans | 91 | 1.3 |
| (h) Charitable organizations | 425 | 6.2 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 7 | 0.3 |
| (k) Insurance companies | 11 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 199 | 3.8 |
| (n) Other | 201 | 1.3 |
| Total | 109,685 | 143.6 |
| By Discretionary | ||
| Discretionary | 100,696 | 129.4 |
| Non-Discretionary | 8,989 | 14.2 |
| Total | 109,685 | 143.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 143.2 | |
| Total | 109,685 | 143.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001948780] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Commonwealth Equity Services LLC
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|
MA | 209.7 |
|
Osaic Wealth Inc
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|
AZ | 200.3 |
|
Cetera Investment Advisers LLC
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IL | 163.8 |
|
Cambridge Investment Research Advisors Inc
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IA | 102.4 |
|
Janney Montgomery Scott LLC
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|
PA | 100.8 |
|
Record Currency Management Limited
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|
100.6 | |
|
Wealth Enhancement Advisory Services LLC
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|
MN | 94.6 |
|
MML Investors Services LLC
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|
MA | 90.0 |
|
Truist Advisory Services Inc
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|
GA | 67.7 |
|
Fiducient Advisors LLC
✚
|
IL | 67.6 |