← Back to search
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD 317528 · SEC 801-122783
50 ROCKEFELLER PLAZA, NEW YORK, NY, 10020, United States
Phone
212-697-1000
Fax
347-266-7591
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.70B
Discretionary AUM
$202.8M
Team
9 total employees; 9 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSOLIDATED REPORTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $1.61B |
| Charitable organizations | 10 | $78.4M |
| Corporations/business entities | 2 | $15.3M |
States served
CA, IL, IN, NJ, NY, TX, CT, FL
Official SEC filing: View on IAPD