Citrin Cooperman Wealth Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $203M
- Clients
- 63
- Avg AUM / client
- $27.0M
- Accounts
- 815
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 51 | $1.6B | 94.5% |
| Charitable organizations | 10 | $78.4M | 4.61% |
| Corporations and other businesses | 2 | $15.3M | 0.9% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Dooley | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Arnold Jay Herrmann | Registered representative | Dec 2021 (5y) | ||
| Matthew Segreto | Registered representative | Dec 2021 (5y) | ||
| Michaela Mae Mc Donald | Registered representative | CFP | Mar 2022 (4y) | |
| Paul Stagias | Registered representative | CFP | Mar 2022 (4y) | |
| Frank L Washelesky | Registered representative | Personal Financial Specialist | Nov 2025 (1y) | |
| Michael Spero Furla | Registered representative | CFP CFA | Nov 2025 (1y) | |
| Kristen Paige Kirkland | Registered representative | CFP | Nov 2025 (1y) | |
| Hannah Jill Cash | Registered representative | Jan 2026 (1y) | ||
| Laura A. Hearn | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Citrin Cooperman Advisors, Llc | Owner | Oct 2021 | A | 75% or more |
| Citrus Intermediate, Llc | Owner | Oct 2021 | B | ≈ 56.25% – 100% via Citrin Cooperman Advisors, Llc |
| Citrus Partners Holdings, L.P. | Owner | Oct 2021 | B | ≈ 42.19% – 100% via Citrus Intermediate, Llc |
| Citrus Parent, Llc | Owner | Oct 2021 | B | ≈ 31.64% – 100% via Citrus Partners Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Citrus Intermediate, Llc: 75% – 100% of Citrin Cooperman Advisors, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Citrus Partners Holdings, L.P.: 75% – 100% of Citrus Intermediate, Llc × 75% – 100% of Citrin Cooperman Advisors, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Citrus Parent, Llc: 75% – 100% of Citrus Partners Holdings, L.P. × 75% – 100% of Citrus Intermediate, Llc × 75% – 100% of Citrin Cooperman Advisors, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $686M (40% of AUM) Mar 2026
- J.P. Morgan $238M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗