CITIZENS PRIVATE WEALTH

Overview

Citizens Private Wealth is an independent registered investment adviser that has been SEC-registered since 1992 and operates as an LLC. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that selects external managers in addition to running in-house portfolio management and financial planning. Advisory services include financial planning, discretionary portfolio management for individuals and businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm maintains a range of industry affiliations that extend beyond pure RIA activity — filings list relationships with broker-dealers, a trust company, banking/thrift institutions, an insurance company, and other investment-adviser entities. Citizens Private Wealth is not listed as an active ESG investor. Citizens Private Wealth has been recognized in industry rankings by outlets including FA Magazine (2020), Barron’s (Top 100 RIA Firms, 2021 and 2022), and Forbes (Top RIA Firms, 2022; America's Top RIA Firms, 2023; Top RIA Firms, 2024).

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