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CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD 317528File 801-122783
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.70B
Top 25% of cohort (national)
Discretionary AUM
$202.8M
Non-discretionary $1.50B
Clients
63
815 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 30, 2021
- Principal office
- 50 ROCKEFELLER PLAZA, NEW YORK, NY, 10020
- Phone
- 212-697-1000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.70B
- Discretionary AUM
- $202.8M
- Non-discretionary AUM
- $1.50B
- Discretionary accounts
- 84
- Non-discretionary accounts
- 731
- Total accounts
- 815
- AUM per client
- $27.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.3M |
| Charitable organizations | 10 | $78.4M |
| High net worth individuals | 51 | $1.61B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.