Citrin Cooperman Wealth Management is a wealth manager based in New York, United States, founded in 1997. Verified contact details, AUM data, and investment preferences on FindLPs.
Citrin Cooperman Wealth Management (CCWM) is a wealth management firm based in New York, New York. Established in 1997, the firm provides multi-family office services, personal financial planning services, and wealth preservation services to its clients. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Investment types: Venture Capital, Private Equity, Investment Funds
Sectors & themes: AI/Robotics/Machine Learning, Augmented & Virtual Reality (AR & VR), Big Data, Cloud Infrastructure, Cybersecurity, DeepTech, Digital Technology, IoT Technology, SaaS, Healthcare Services, Health & Wellness Products, Residential Property Acquisition & Development, Commercial Property Acquisition & Development, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Charitable Investments, Equity/Mutual Funds, Investment Management, ETFs, Capital Markets Technology, Emerging Technology, Healthcare & Life Sciences, Healthcare, Real Estate, Real Estate Investment & Development, Finance, Financial Services, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 529 Fifth Avenue\nNew York\nNew York\n10017\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.