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CITIZENS PRIVATE WEALTH
Legal name: CITIZENS PRIVATE WEALTH, LLC
CRD 106743File 801-40835
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.63B
Top 10% of cohort (national)
Discretionary AUM
$14.33B
Non-discretionary $2.30B
Clients
2,567
12,118 accounts
Employees
214
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 20, 1992
- Principal office
- 520 WHITE PLAINS ROAD, 3RD FLOOR, TARRYTOWN, NY, 10591
- Phone
- 914-846-0100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.63B
- Discretionary AUM
- $14.33B
- Non-discretionary AUM
- $2.30B
- Discretionary accounts
- 10,565
- Non-discretionary accounts
- 1,553
- Total accounts
- 12,118
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 95 | $784.2M |
| Charitable organizations | 7 | $145.7M |
| High net worth individuals | 2,465 | $15.70B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.