CORIENT PRIVATE WEALTH LLC
Legal name: CORIENT
CRD #319448 SEC #801-124978 MIAMI, FL (305) 735-2020
SEC Registered Disclosures
Total AUM
$143.6B
Discretionary
$129.4B
Employees
1,181
Clients
--
Accounts
109,685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $143.6B | $129.4B | $14.2B | 1,181 | 612 |
| Sep 2025 | $143.6B | $129.4B | $14.2B | 1,181 | 612 |
| Sep 2025 | $143.6B | $129.4B | $14.2B | 1,181 | 612 |
| Sep 2025 | $143.6B | $129.4B | $14.2B | 1,181 | 612 |
| Mar 2025 | $143.6B | $129.4B | $14.2B | 1,181 | 612 |
| Jan 2025 | $118.2B | $104.9B | $13.3B | 845 | 1,341 |
| Oct 2024 | $118.2B | $104.9B | $13.3B | 845 | 1,341 |
| Jul 2024 | $118.2B | $104.9B | $13.3B | 845 | 1,341 |
| May 2024 | $118.2B | $104.9B | $13.3B | 845 | 1,341 |
| May 2024 | $118.2B | $104.9B | $13.3B | 845 | 1,341 |
| Mar 2024 | $118.2B | $104.9B | $13.3B | 845 | 1,341 |
| Feb 2024 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Dec 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Nov 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Oct 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Aug 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Jul 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Jul 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| May 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Apr 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Mar 2023 | $94.6B | $81.9B | $12.7B | 825 | 440 |
| Feb 2023 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Feb 2023 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Jan 2023 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Jan 2023 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Dec 2022 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Dec 2022 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Nov 2022 | $25.8B | $24.4B | $1.3B | 177 | 128 |
| Nov 2022 | $11.5B | $11.4B | $124M | 163 | 128 |
| Oct 2022 | $11.5B | $11.4B | $124M | 163 | 128 |
| Oct 2022 | $5.6B | $5.5B | $110.8M | 60 | 0 |
| Sep 2022 | $5.6B | $5.5B | $110.8M | 60 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| Apr 2022 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$143.6B
Discretionary$129.4B
Non-Disc.$14.2B
Employees1,181
Clients612
DateSep 2025
Total AUM$143.6B
Discretionary$129.4B
Non-Disc.$14.2B
Employees1,181
Clients612
DateSep 2025
Total AUM$143.6B
Discretionary$129.4B
Non-Disc.$14.2B
Employees1,181
Clients612
DateSep 2025
Total AUM$143.6B
Discretionary$129.4B
Non-Disc.$14.2B
Employees1,181
Clients612
DateMar 2025
Total AUM$143.6B
Discretionary$129.4B
Non-Disc.$14.2B
Employees1,181
Clients612
DateJan 2025
Total AUM$118.2B
Discretionary$104.9B
Non-Disc.$13.3B
Employees845
Clients1,341
DateOct 2024
Total AUM$118.2B
Discretionary$104.9B
Non-Disc.$13.3B
Employees845
Clients1,341
DateJul 2024
Total AUM$118.2B
Discretionary$104.9B
Non-Disc.$13.3B
Employees845
Clients1,341
DateMay 2024
Total AUM$118.2B
Discretionary$104.9B
Non-Disc.$13.3B
Employees845
Clients1,341
DateMay 2024
Total AUM$118.2B
Discretionary$104.9B
Non-Disc.$13.3B
Employees845
Clients1,341
DateMar 2024
Total AUM$118.2B
Discretionary$104.9B
Non-Disc.$13.3B
Employees845
Clients1,341
DateFeb 2024
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateDec 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateNov 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateOct 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateAug 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateJul 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateJul 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateMay 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateApr 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateMar 2023
Total AUM$94.6B
Discretionary$81.9B
Non-Disc.$12.7B
Employees825
Clients440
DateFeb 2023
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateFeb 2023
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateJan 2023
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateJan 2023
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateDec 2022
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateDec 2022
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateNov 2022
Total AUM$25.8B
Discretionary$24.4B
Non-Disc.$1.3B
Employees177
Clients128
DateNov 2022
Total AUM$11.5B
Discretionary$11.4B
Non-Disc.$124M
Employees163
Clients128
DateOct 2022
Total AUM$11.5B
Discretionary$11.4B
Non-Disc.$124M
Employees163
Clients128
DateOct 2022
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$110.8M
Employees60
Clients0
DateSep 2022
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$110.8M
Employees60
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0