Data / Investment advisers / New York / Citrin Cooperman Wealth Management, LLC
Citrin Cooperman Wealth Management, LLC, New York, NY: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Citrin Cooperman Wealth Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Citrin Cooperman Wealth Management, LLC (CRD number 317528): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 317528
- SEC file number
- 801-122783
- SEC status
- Approved, effective November 30, 2021
- Main office
- 50 Rockefeller Plaza, New York, NY 10020
- Phone
- (212) 697-1000
- Regulatory AUM
- $1,699,432,395 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $202,829,959
- Non discretionary AUM
- $1,496,602,436
- Accounts
- 815
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $1.61 billion |
| Charitable organizations | 10 | $78.4 million |
| Corporations or other businesses | 2 | $15.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.70 billion | March 27, 2026 |
| December 1, 2025 | $1.63 billion | November 30, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Galaxy Digital Capital Management LP | New York | $1.72 billion | 13 | adviserinfo.sec.gov |
| Colbeck Capital Management, LLC | New York | $1.71 billion | 16 | adviserinfo.sec.gov |
| Broadwood Capital, Inc | New York | $1.71 billion | 1 | adviserinfo.sec.gov |
| North Peak Capital Management, LLC | New York | $1.70 billion | 7 | adviserinfo.sec.gov |
| Liontree Investment Management, LLC | New York | $1.70 billion | 4 | adviserinfo.sec.gov |
| Smith Affiliated Capital Corp. | New York | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Ember Infrastructure | New York | $1.68 billion | 11 | adviserinfo.sec.gov |
| Dominus Capital Management, L.P. | New York | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Citrin Cooperman Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.