Corient Shc Wealth Management (US) LP

$2.34BAssets under management
as of Jul 2026 · SEC Form ADV
Philadelphia, PA
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Tech stack

No one at Corient Shc Wealth Management (US) LP has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $1.8B held · filed Apr 2024
BNY
Per Form ADV · $119M held · filed Apr 2024
Merrill
Per Form ADV · $16M held · filed Apr 2024