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Derek Ashton Crump

Investment adviser representative at Corient
11 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Market timing
  • Seminars and workshops

Experience

11 years in the industry.

  1. Corient Services LLCJul 2023 to now
  2. CorientJan 2023 to now
  3. Cipw Service Company, LLCJan 2022 to Jul 2023
  4. Columbia Pacific Wealth ManagementMay 2015 to Aug 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Corient

Legal name: Corient Private Wealth LP

$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4531442
Firm CRD
319448
Advisor's SEC record (opens in a new tab)
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