CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Overview

Citrin Cooperman Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm sits within an accounting-business context (its listed business activity is accountant) and provides financial planning and portfolio management for individuals and small businesses. Its client mix includes both individual & family and institutional relationships. Fees are charged as a percentage of assets under management and through fixed-fee arrangements. The firm is not flagged as an active ESG investor and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices