CITIZENS PRIVATE WEALTH, LLC
Doing business as CITIZENS PRIVATE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$16,634,578,146
Discretionary
$14,334,685,305
Non-discretionary
$2,299,892,841
Firm details
- CRD number
- 106743
- SEC file number
- 801-40835
- Main office
- TARRYTOWN, NY, United States
- Employees
- 214
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.