Citrin Cooperman Wealth Management

Citrin Cooperman Wealth Management

Citrin Cooperman Wealth Management is the wealth advisory arm of Citrin Cooperman, an accounting and consulting firm founded in 1979. The parent firm has grown through acquisitions across the Northeast and Mid-Atlantic, building a client base of privately held businesses and their owners. CCWM was structured to capture the asset-management relationship that naturally follows tax and business advisory — offering portfolio construction, retirement planning, and investment management to the same constituency. CCWM allocates across public equities, fixed income, and alternatives, with a stated emphasis on venture capital. The firm's investment committee selects third-party fund managers rather than operating as a direct investor. In practice, this means CCWM places client capital into venture funds, private equity pools, and hedge fund structures, functioning as a gatekeeper for high-net-worth families who already trust Citrin Cooperman with their corporate tax and audit work. No named portfolio companies or specific fund commitments have been publicly itemized as of the current record. Office locations track the parent firm's footprint, primarily concentrated in the New York metropolitan area with additional presences in Connecticut, Massachusetts, and other Northeast markets. The wealth management unit draws on the professional staff of the broader organization, though a dedicated headcount for CCWM alone has not been published. Recent activity includes continued integration with Citrin Cooperman's broader advisory platform as the parent firm has expanded through acquisition (per public record, 2023–2025). CCWM's structural distinction is its embedded position inside an accounting firm. Most RIAs and family offices operate independently or within bank trust departments; CCWM originates client relationships from the tax-compliance workflow. This gives it visibility into private company financials and founder liquidity events before other advisors typically gain access — a sourcing pipeline built on Form 1040s and K-1s rather than institutional LP networks.