SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Citrin Cooperman Wealth Management, LLC
New York, NY
CRD 317528
Firm filing updated March 27, 2026 ·
- $1.7BAssets
- 9Advisory staff
- 815Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals51
- Charities10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 51 | $1.6 billion |
| Charitable organizations | 10 | $78.4 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $15.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "CONSOLIDATED REPORTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "CONSOLIDATED REPORTING"
Assets and accounts
- Regulatory assets$1.7 billion
- Accounts815
- Discretionary$202.8 million · 84 accounts
- Non-discretionary$1.5 billion · 731 accounts
People
- Employees9
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 317528, SEC file 801-122783.
- Registered with the SEC as an investment advisor (status date on record: November 30, 2021).
Is Citrin Cooperman Wealth Management, LLC a fiduciary?
Short answer: Citrin Cooperman Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.