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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Citrin Cooperman Wealth Management LLC
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|---|---|
| CRD # | 317528 |
| SEC # | 801-122783 |
| CIK # | |
| AUM | $1.6 B (2025-05-14) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 212-697-1000 |
| Address | 50 Rockefeller Plaza New York, NY 10020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 49 | 1,546.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 65.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 1,626.1 |
| By Discretionary | ||
| Discretionary | 78 | 177.4 |
| Non-Discretionary | 684 | 1,448.7 |
| Total | 762 | 1,626.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,626.1 | |
| Total | 762 | 1,626.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adell Harriman & Carpenter Inc
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|
TX | 1.8 |
|
Tortoise Investment Management LLC
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|
NY | 1.7 |
|
Vectorglobal IAG Inc
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|
FL | 1.7 |
|
Adviceone Advisory Services LLC
✚
|
CT | 1.7 |
|
Diversified Portfolios Inc
✚
|
MI | 1.7 |
|
Naples Global Advisors LLC
✚
|
FL | 1.7 |
|
Young Richard C & Co Ltd
✚
|
RI | 1.6 |
|
Blue Chip Partners LLC
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|
MI | 1.5 |
|
Healthequity Advisors LLC
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|
UT | 1.5 |
|
Rodgers & Associates LLC
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|
PA | 1.5 |