CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD #317528 SEC #801-122783 NEW YORK, NY 212-697-1000
SEC Registered
Total AUM
$1.6B
Discretionary
$177.4M
Employees
8
Clients
1
Accounts
762
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.6B | $177.4M | $1.4B | 8 | 3 |
| Nov 2025 | $1.6B | $177.4M | $1.4B | 8 | 3 |
| May 2025 | $1.6B | $177.4M | $1.4B | 5 | 3 |
| May 2025 | $1.6B | $132.3M | $1.4B | 5 | 3 |
| Mar 2025 | $1.6B | $132.3M | $1.4B | 5 | 3 |
| Mar 2024 | $1.4B | $0 | $1.4B | 5 | 4 |
| Mar 2023 | $1.5B | $0 | $1.5B | 5 | 2 |
| Mar 2022 | $1.6B | $0 | $1.6B | 6 | 0 |
| Feb 2022 | $1.5B | $0 | $1.5B | 4 | 0 |
| Jan 2022 | $1.5B | $0 | $1.5B | 4 | 0 |
| Oct 2021 | $1.5B | $0 | $1.5B | 4 | 0 |
DateNov 2025
Total AUM$1.6B
Discretionary$177.4M
Non-Disc.$1.4B
Employees8
Clients3
DateNov 2025
Total AUM$1.6B
Discretionary$177.4M
Non-Disc.$1.4B
Employees8
Clients3
DateMay 2025
Total AUM$1.6B
Discretionary$177.4M
Non-Disc.$1.4B
Employees5
Clients3
DateMay 2025
Total AUM$1.6B
Discretionary$132.3M
Non-Disc.$1.4B
Employees5
Clients3
DateMar 2025
Total AUM$1.6B
Discretionary$132.3M
Non-Disc.$1.4B
Employees5
Clients3
DateMar 2024
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients4
DateMar 2023
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients2
DateMar 2022
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees6
Clients0
DateFeb 2022
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees4
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees4
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees4
Clients0