# CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 317528
- Type: SEC-registered investment adviser
- SEC file number: 801-122783
- Location: 50 ROCKEFELLER PLAZA, NEW YORK, NY, 10020
- Phone: 212-697-1000
- Latest filing: 2026-03-27
- Regulatory AUM: $1.7B
- Discretionary AUM: $202.8M
- Non-discretionary AUM: $1.5B
- Clients: 9
- Accounts: 815

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michael Dooley | CHIEF COMPLIANCE OFFICER | — |
| DOOLEY MICHAEL | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 2 | 312-670-7444 |
| CHICAGO | IL | 2 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317528/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317528/similar
- Related entities: https://search.stillhousedata.com/firm/317528/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317528

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.