Corient Private Wealth LLC
● SEC registered since 2022CRD 319448SEC# 801-124978Miami, IL
Reg. AUM
$165.25B
Employees
1,537
Accounts
113,752
Location
Miami, IL
Corient Private Wealth LLC assets under management
Corient Private Wealth LLC is an SEC-registered investment adviser based in Miami, IL. The firm has been registered since 2022. It reports $165.3 billion in regulatory assets under management and employs 1,537 people.
Corient Private Wealth LLC owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Eppler Control | Head Of Client Operations | Under 5% | 2025 |
| Andrew Mark Holmberg Control | Head Of Solutions | Under 5% | 2023 |
| Corient Partners LLC Control | Owner | Over 75% | 2023 |
See all 28 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Corient Private Wealth LLC manage?
Corient Private Wealth LLC reports $165.3 billion in regulatory assets under management on its Form ADV.
How many employees does Corient Private Wealth LLC have?
Corient Private Wealth LLC reports 1,537 employees.
Where is Corient Private Wealth LLC located?
Corient Private Wealth LLC is based in Miami, IL 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
| Address | 830 Brickell Plaza, Suite 4800, Miami, IL 33131 |
| Phone | (305) 735-2020 |
| Office hours | 9 a.m. - 5 p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1948780 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$165.25B▲ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$165.25Bregulatory AUM
Discretionary $148BNon-discretionary $17.25B