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CORIENT SHC WEALTH MANAGEMENT (US) LP

PHILADELPHIA, PA · CRD 151225 · IAPD ↗ · fftwealth.com · 610-545-6100

$2.34BRegulatory AUM
22Advisory reps
36Employees
0Clients
51-100Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — FFT WEALTH MANAGEMENT is now doing business as CORIENT SHC WEALTH MANAGEMENT (US) LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
July 2026 — FFT WEALTH MANAGEMENT filed an Item 4A succession naming FFT WEALTH MANAGEMENT (CRD 151225) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
50
April 2026 — FFT WEALTH MANAGEMENT reported RAUM down 61% ($6.05B -> $2.34B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
51
April 2025 — FFT WEALTH MANAGEMENT notice-filed in CA, MA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — FFT WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — FFT WEALTH MANAGEMENT reported RAUM up 94% ($3.13B -> $6.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — FFT WEALTH MANAGEMENT now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
30
April 2024 — FFT WEALTH MANAGEMENT changed its website from forbesfamilytrust.com to fftwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2024 — FFT WEALTH MANAGEMENT reported RAUM up 25% ($2.50B -> $3.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2024 — FFT WEALTH MANAGEMENT grew from 14 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.