Citrin Cooperman Wealth Management, LLC
● SEC registered since 2021CRD 317528SEC# 801-122783New York, NY
Reg. AUM
$1.7B
Employees
9
Accounts
815
Location
New York, NY
Citrin Cooperman Wealth Management, LLC assets under management
Citrin Cooperman Wealth Management, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $1.7 billion in regulatory assets under management and employs 9 people.
Citrin Cooperman Wealth Management, LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Citrin Cooperman Advisors, LLC Control | Member | Over 75% | 2021 |
| Michael Dooley Control | Chief Compliance Officer | Under 5% | 2021 |
| Bcp 9 Holdings Manager L.L.C. Control | General Partner | — | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Citrin Cooperman Wealth Management, LLC manage?
Citrin Cooperman Wealth Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Citrin Cooperman Wealth Management, LLC have?
Citrin Cooperman Wealth Management, LLC reports 9 employees.
Where is Citrin Cooperman Wealth Management, LLC located?
Citrin Cooperman Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2021.
Does Citrin Cooperman Wealth Management, LLC disclose fund performance?
Citrin Cooperman Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Rockefeller Plaza, New York, NY 10020 |
| Phone | 212-697-1000 |
| Fax | 347-266-7591 |
| Office hours | 9:00 a.m. - 5:30 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.7B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.7Bregulatory AUM
Discretionary $202.8MNon-discretionary $1.5B