Citizens Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tarrytown, NY. Its latest Form ADV filing, dated April 1, 2026, reports $15.5B in regulatory assets under management, 204 employees, 25 offices, and 12,813 accounts.
Assets Under Management
$15.5B
Employees
204
Offices
25 offices
Total Clients
2,675
Primary office
TARRYTOWN, NY
520 WHITE PLAINS ROAD, 3RD FLOOR, TARRYTOWN, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.5% of total clients.
Top client categories% of clientsClients
1
HNWI
93.5%
2,502
2
Corporations
4.2%
112
3
Charitable
2.3%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.5Bas of April 1, 2026
Discretionary81.8%
$12.7B
82% of total RAUM81.8%
Non-discretionary18.2%
$2.8B
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.5B
Total Accounts12,813
10Y AUM Change+$9.5B (+158.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees204
Clients per Employee13:1
10Y Employee Change+124 (+155.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.