Citizens Private Wealth
Tarrytown, NY·SEC-registered · CRD #106743
Citizens Private Wealth is an SEC-registered investment advisory firm in Tarrytown, NY managing $16B across 14k client accounts, with 204 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
14k
Advisory staff
204
Fee model
Fee-based
How Citizens Private Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Citizens Private Wealth
How much does Citizens Private Wealth manage?
Per its most recent SEC Form ADV filing (04/01/2026), Citizens Private Wealth reports $16B in regulatory assets under management across roughly 14k client accounts.
How does Citizens Private Wealth charge?
Citizens Private Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Citizens Private Wealth a fiduciary?
Yes. Citizens Private Wealth is registered with the U.S. Securities and Exchange Commission (CRD #106743), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Citizens Private Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Citizens Private Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Citizens Private Wealth's public SEC Form ADV filing (CRD #106743, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Citizens Private Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Citizens Private Wealth? Claim this profile.