Surevest Private Wealth

Private Wealth Managementsvwealth.com

Surevest Private Wealth is a US-based private wealth management firm serving ultra-high-net-worth families and family offices with fee-only fiduciary advisory, family office services, wealth strategy, and investment management including alternatives. (Note: source data substantively describes Corient Holdings Inc.)

Company typePrivate
Founded2002
HeadquartersLos Angeles, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Surevest Private Wealth does

Surevest Private Wealth is presented in the firmographic record as a Los Angeles-based, privately held wealth management firm founded in 2002. The aggregated source material, however, consistently describes a separate, much larger legal entity — Corient Holdings Inc., operating under the DBAs "Corient" and "Corient Private Wealth" — managed under a parent holding company, Corient Global HoldCo Limited. This data inconsistency is noted as a material caveat: the firmographics URL (svwealth.com), employee count (1–10), and service description (asset management, tax minimisation, private CFO, wealth management, situational planning) do not align with the $508B AUM, 300+ partner partnership model, and 15+ country footprint described in the source content. The analytical picture below is therefore built primarily from the Corient source material, which is the only source bearing substantive financial and operational data.

The firm operates as a fee-only fiduciary wealth manager serving ultra-high-net-worth individuals and family offices. Its service platform is organized into three pillars: Family Office Services (personal CFO, tax services, philanthropy planning, lending, real estate, private aviation, global art management, family engagement, family office structuring); Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession planning); and Investment Management, including alternative investments. Distribution is relationship-led through 300+ partners operating as a unified team under a single global P&L, supported by an authenticated client portal for ongoing engagement. Geographic coverage spans the United States, Canada, the United Kingdom, Switzerland, France, Jersey, Guernsey, the Isle of Man, Luxembourg, Malta, Mauritius, Israel, Liechtenstein, Monaco, and South Africa.

The revenue model is subscription/recurring in nature, derived from asset management fees calculated on assets under management. No fee schedule is publicly disclosed, and no AI/ML capabilities, patents, awards, M&A history, or funding events are referenced in the source material. The firm is led by a CEO who also serves as Chief Investment Strategist. Given the AUM-based revenue mechanics and UHNW client mix, revenue is highly sensitive to market valuations and to retention of large family relationships.

Surevest Private Wealth firmographics

Firmographics

Name: Surevest Private Wealth
Legal name: Corient Holdings Inc.
Website: https://svwealth.com
Company type: Private
Founded year: 2002
Operating status: Operating
Headcount range: 1–10 employees
Short description: Surevest Private Wealth is a US-based private wealth management firm serving ultra-high-net-worth families and family offices with fee-only fiduciary advisory, family office services, wealth strategy, and investment management including alternatives. (Note: source data substantively describes Corient Holdings Inc.)
Ownership category
akta.pro rank

Surevest Private Wealth industry classification

Industry

Product category: Private Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Trusts, Estates, and Agency Accounts (52592)
SIC: Investment Advice (6282)
akta.pro primary industry: Private Banking & UHNW Wealth Advisory (FSAEABAC)
akta.pro secondary industries: Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Trust, Fiduciary & Estate Planning Services (FSABADAG), Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

Wealth management services
Asset management
Financial planning
Private wealth advisory
Tax minimisation services

Where Surevest Private Wealth is headquartered

Location

Headquarters

HQ city: Los Angeles
HQ country: United States
HQ region: North America

Markets served

Surevest Private Wealth business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Asset Management Fees: As a fee-only fiduciary wealth management firm, Corient generates revenue primarily through fees based on assets under management (AUM), charging clients based on the value of their portfolios managed by the firm.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Surevest Private Wealth product offering

Product offering

Core offering

Surevest Private Wealth provides asset management, tax minimisation, private CFO, wealth management, and situational planning services. The firm delivers comprehensive wealth management through a partnership model, offering family office services, wealth strategy (planning, transfer, fiduciary, governance), and investment management including alternative investments for high-net-worth clients and family offices.

Product overview

Corient is a wealth management firm offering a unified platform of services through three core service areas: Family Office Services (providing comprehensive family office solutions including personal CFO, tax services, philanthropy planning, lending, real estate, private aviation, and global art management), Wealth Strategy (encompassing wealth planning, wealth transfer, global fiduciary services, and family governance), and Investment Management (including alternative investments). The firm operates with a partnership model and manages $508 billion in client assets across 300+ partners. Clients access services through a digital Client Portal.

Differentiator

Problem solved

Functional benefit

Products and services

Asset Management
Tax Minimisation Services
Private CFO Services
Wealth Management
Situational Planning
Family Office Services
Wealth Strategy
Investment Management

Quantifiable outcome

$508 billion in client assets managed

Companies that use Surevest Private Wealth

Customer profile

Segments1 record

Ideal customer profiles2 records

Surevest Private Wealth technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Surevest Private Wealth partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Surevest Private Wealth competitors and assessment

Company assessment

Peers

Abbot Downing (Wells Fargo):

Direct peers

Focus Financial Partners: Large partnership-style RIA platform serving UHNW clients through affiliated advisors with shared infrastructure; directly comparable to Surevest/Corient's unified partner model and AUM-based fee structure.
Bessemer Trust: Private multi-family office focused exclusively on UHNW families with investment management, wealth planning, and fiduciary services; directly comparable in UHNW specialization and integrated trust/estate capabilities.
Mercer Advisors: National RIA specializing in UHNW families with integrated financial planning, tax, estate and investment management; directly comparable in target client, family-office service set, and fee-only fiduciary model.
Creative Planning: Independent, fee-only RIA offering comprehensive wealth management to high-net-worth and UHNW households; directly comparable in fiduciary positioning, broad service suite, and AUM-driven revenue model.

Broad incumbents

Morgan Stanley Private Wealth Management: Bulge-bracket private wealth division serving UHNW households with investment management, lending, and planning services; broad incumbent overlapping on client segment and service breadth under a parent investment bank.
Goldman Sachs Personal Financial Management: Wirehouse-affiliated wealth manager serving affluent and UHNW clients through a broad banking platform; broad incumbent competing for the same UHNW segment with deeper product resources but a more conflicted model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Surevest Private Wealth financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Surevest Private Wealth leadership team

Management profile

Number of profiles

Profiles1 record

Surevest Private Wealth funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Surevest Private Wealth M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Surevest Private Wealth

What does Surevest Private Wealth do?

Is Surevest Private Wealth a public or private company?

Surevest Private Wealth is a private company. It is classified as management employee owned and is currently operating.

When was Surevest Private Wealth founded?

Surevest Private Wealth was founded in 2002. It employs 1 to 10 people.

Where is Surevest Private Wealth based?

Surevest Private Wealth is headquartered in Los Angeles, United States, in the North America region.

How does Surevest Private Wealth make money?

One revenue line is on record: asset Management Fees.

Who are Surevest Private Wealth's main competitors?

Abbot Downing (Wells Fargo) is listed as a peer. Direct peers are Focus Financial Partners, Bessemer Trust, Mercer Advisors and Creative Planning. Broad incumbents are Morgan Stanley Private Wealth Management and Goldman Sachs Personal Financial Management.

Does Surevest Private Wealth have an API?

No public API is recorded for Surevest Private Wealth.

What industry is Surevest Private Wealth in?

Surevest Private Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.