| 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 |
Citrin Cooperman Wealth Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Citrin Cooperman Wealth Management, LLC reports 5 employees.
Citrin Cooperman Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2021.
Citrin Cooperman Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $177.4M |
| Non-discretionary | $1.45B |
| Total (RAUM) | $1.63B |