Conrad Wright
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- CorientDec 2025 to now
- Corient Services LLCDec 2025 to now
- Ebert Capital ManagementApr 2025 to Nov 2025
- Ebert Capital ManagementAug 2024 to Mar 2025
- Hansen & Pereira, Professional FiduciariesJan 2022 to Aug 2024
- Leach Water SystemsSep 2021 to Jan 2022
- Arcata Theatre LoungeApr 2021 to Sep 2021
- UnemployedDec 2020 to Apr 2021
- Uc Santa CruzAug 2019 to Dec 2020
- The EateryJul 2019 to Aug 2019
- Uc Santa CruzMay 2018 to Jul 2019
- Sushi SpotJan 2017 to May 2018
- Cal Poly San Luis ObispoJun 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8022937
- Firm CRD
- 319448