SEC Form ADV

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Registered Investment AdviserNY
$1.7B
Assets Under Management
815
Total Clients
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Registration Details

Accession
CRD-317528
Location
NEW YORK, NY
Filing Date
March 27, 2026
AUM
$1.7B
Total Clients
815
Amendment
No

About this Adviser

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $1.7B in assets across 815 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.