RIA Intel›Advisers›Florida›CORIENT PRIVATE WEALTH LP

CORIENT PRIVATE WEALTH LP

Advisory

N·MIAMI, FL

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM

$165.3B

1-Year AUM Growth

+21.5%

3-Year CAGR

+8.1%

Employees

620

Assets Under Management

Total AUM$165.3B

Discretionary AUM$148.0B

Non-Discretionary AUM$17.2B

Discretionary %89.6%

Total Clients25,061

Team

Total Employees620

Investment Advisers1,537

Employee Growth (1Y)+4.2%

Filing History

Total Filings on Record29

First FilingApr 8, 2022

Latest FilingJul 8, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORIENT PRIVATE WEALTH LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.