Adam Christian Guenther

CFA

Corient

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Corient

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

520 advisors

Number of Clients

25,061 clients

Average Client Portfolio

$5.7M average

Assets Under Management

$143.6B

Fee Structure

Location

10900 NE 4th Street, Suite 1920, Bellevue, WA, 98004

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Corient

October 2025 - Present · 4 mos

Previous Registrations

Bristlecone Advisors LLC

March 2016 - October 2025 · 9 yrs 7 mos

Pacific West Financial Consultant INC

September 2006 - May 2009 · 2 yrs 8 mos

Hornor, Townsend & Kent, INC.

March 2006 - August 2006 · 5 mos

Waddell & Reed, INC.

March 2005 - March 2006 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.