CI Corient Private Wealth Information

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Summary

CI Corient Private Wealth is a private company that has been in the industry for 11 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by James Rooney. Its headquarters is located at Newport Beach, California, USA. The CI Corient Private Wealth annual revenue is estimated at < 1M. To connect with CI Corient Private Wealth employee register on SignalHire.

Organization Website

corient.com

Industries

Headquarters Location

500 Newport Drive, Newport Beach, CA, 92660 US

Employees Size

10-50 employees

Specialties

Investments Solutions, Philanthropy, Concentrated Stock Management, Tax Minimization Strategies, Family Office, Wealth Management, Alternative Investments, Estate Planning, Financial Planning, Private Equity

DMA Code

Los Angeles Metropolitan Area

Founded

2015

Operating Status

Independent Company

Estimated Website Traffic

The chart shows a decline in traffic to the corient.com website. In February, traffic decreased to 13556, compared to 14527 in the previous month. The highest traffic in 2026 was recorded in January, reaching 14527 visits.

Employees Turnover 1 quarter 2026

Length of Employment
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Employee tenure at CI Corient Private Wealth shows a diverse range of experience levels:
4% for 1–2 years7% for 3–4 years37% for 5–7 years52% for 8–10 years
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FAQ

CI Corient Private Wealth operates in the Finance industries. More details can be found on the official website: corient.com.
The headquarters of CI Corient Private Wealth are located in Newport Beach, United States.
The current CEO of CI Corient Private Wealth is James Rooney
CI Corient Private Wealth currently employs 10-50 people.
CI Corient Private Wealth's revenue is approximately < 1M.

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