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CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 317528 · IAPD ↗ · 212-697-1000

$1.70BRegulatory AUM
9Advisory reps
9Employees
2Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC notice-filed in CA, IL, IN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
December 2025 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC notice-filed in CT, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — CITRIN COOPERMAN WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.