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Andrew Holmberg

Head of Solutions at Corient Private Wealth

Officer record from the firm’s Form ADVForm ADV filed 21 August 2026

Andrew Holmberg is Head of Solutions of Corient Private Wealth LP, a Miami investment adviser.

Role at Corient Private Wealth

Title on Schedule A
Head of Solutions
Control
Andrew Holmberg is a control person of Corient Private Wealth.
Ownership
An individual ownership band is not available in the source record.
Tenure
Andrew Holmberg has held the filed role since March 2023.

The firm

Corient Private Wealth LP
Miami, FL

Form ADV filed 21 August 2026

$165B AUM26,586 clients620 advisers26 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Andrew Holmberg is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Andrew Holmberg
CRD
7734668
Firm
Corient Private Wealth LP
Record basis
Form ADV officer listing
Firm bio
corient.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Corient identifies Andrew Holmberg as Partner and Chief Solutions Officer, responsible for its investment strategy and platform. Official firm biography

Common questions

Where does Andrew Holmberg work?

Andrew Holmberg has been Head of Solutions of Corient Private Wealth LP since March 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 August 2026

Leadership at Corient Private Wealth

Sources

  1. IAPD individual lookup, CRD 7734668. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Corient Private Wealth LP, filed 21 August 2026. Title, control and ownership bands.
  3. Corient Private Wealth team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Andrew Holmberg or Corient Private Wealth LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.