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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-1992
- Office Locations
- 33
Office Locations
About Citizens Private Wealth
Citizens Private Wealth (CitizensBank.com) provides asset management and advisory services, with client focus that includes entrepreneurs. Investment approach includes ETFs, risk management, and responsible/ESG-oriented strategies, with access to alternative investments. Team workflows leverage platforms like Envestnet/iRebal, with custody commonly through providers such as Schwab or Fidelity/NFS.
Team overview
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CRM
Custodian
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Owner & Executives
JULIE ANN ALI
President
- CRD
- #2936638
- Ownership
- Less than 5%
Chad Arnold
CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, Financial Advisor
- CRD
- #3076401
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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CHRISTOPHER HESLIN ADAMS
PW Investment Manager
- CRD
- #7159040
Paul Arbeit
Private Wealth Advisor
- CRD
- #7367631
Showing 2 of 98 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,334,685,305 | $1,137,422 |
| Non-Discretionary | $2,299,892,841 | $1,731,181 |
| Total | $16,634,578,146 | $1,213,049 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2022
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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