Investment adviser · CRD 106743
CITIZENS PRIVATE WEALTH
Investment adviser filing (IA)
CLARFELD FINANCIAL ADVISORS, LLC
TARRYTOWN, NY, United States · Form ADV filed Jul 8, 2026
- Regulatory AUM
- $16.6B Form ADV · Item 5.F
- Client accounts
- 12,118 Accounts, not individual clients
- Employees
- 214 Reported in this filing
- Advisory professionals
- 214 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,465 | $15,704,634,716 | 94.4% |
| Corporations & businesses | 95 | $784,226,004 | 4.7% |
| Charities | 7 | $145,717,426 | 0.9% |
Filing source
Form ADV 2117701 · Jul 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
520 WHITE PLAINS ROAD, 3RD FLOORTARRYTOWN, NY, 10591, United States
CRD 106743
Filing source
Form ADV 2117701 · Jul 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.