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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 30, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | OWNER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | MEMBER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | MEMBER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | MEMBER | E | Control |
| CITRIN COOPERMAN ADVISORS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CITRUS PARTNERS HOLDINGS, L.P. | DE | CITRUS INTERMEDIATE, LLC | F | Control |
| CITRUS PARTNERS HOLDINGS, L.P. | DE | CITRUS INTERMEDIATE, LLC | F | Control |
| CITRUS PARTNERS HOLDINGS, L.P. | DE | CITRUS INTERMEDIATE, LLC | F | Control |
| CITRUS PARTNERS HOLDINGS, L.P. | DE | CITRUS INTERMEDIATE, LLC | F | Control |
| CITRUS INTERMEDIATE, LLC | DE | CITRIN COOPERMAN ADVISORS, LLC | E | Control |
| CITRUS INTERMEDIATE, LLC | DE | CITRIN COOPERMAN ADVISORS, LLC | E | Control |
| CITRUS INTERMEDIATE, LLC | DE | CITRIN COOPERMAN ADVISORS, LLC | E | Control |
| CITRUS INTERMEDIATE, LLC | DE | CITRIN COOPERMAN ADVISORS, LLC | E | Control |
| CITRUS INTERMEDIATE, LLC | DE | CITRIN COOPERMAN ADVISORS, LLC | E | Control |
| CITRUS INTERMEDIATE, LLC | DE | CITRIN COOPERMAN ADVISORS, LLC | E | Control |
| CITRUS PARENT, LLC | DE | CITRUS PARTNERS HOLDINGS, L.P. | E | Control |
| CITRUS PARENT, LLC | DE | CITRUS PARTNERS HOLDINGS, L.P. | E | Control |
| CITRUS PARENT, LLC | DE | CITRUS PARTNERS HOLDINGS, L.P. | E | Control |
| CITRUS PARENT, LLC | DE | CITRUS PARTNERS HOLDINGS, L.P. | E | Control |
| CITRUS PARENT, LLC | DE | CITRUS PARTNERS HOLDINGS, L.P. | E | Control |
| CITRUS PARENT, LLC | DE | CITRUS PARTNERS HOLDINGS, L.P. | E | Control |
| CITRUS PARTNERS HOLDINGS, L.P. | DE | CITRUS INTERMEDIATE, LLC | E | Control |
| CITRUS PARTNERS HOLDINGS, L.P. | DE | CITRUS INTERMEDIATE, LLC | E | Control |
Registrations
Federal
IA
Nov 30, 2025 REGISTERED
Notice Filings (8)
CA CT FL IL IN NJ NY TX
Address
50 ROCKEFELLER PLAZANEW YORK, NY 10020
United States
Phone: 212-697-1000