Key facts
- CITIZENS PRIVATE WEALTH is a other based in TARRYTOWN, NY.
- CITIZENS PRIVATE WEALTH reports $198.6M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 106743- Regulatory AUM
- $198.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 204
- Registered office
- TARRYTOWN, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CLARFELD FINANCIAL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CITIZENS PRIVATE WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CITIZENS PRIVATE WEALTH's AUM?
- CITIZENS PRIVATE WEALTH manages approximately $198.6M in assets.