This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 9, 2025 and April 1, 2026, reported AUM increased 27.6%, from $12.2B to $15.5B.
Across 5 reported observations, AUM increased 140.2% between September 14, 2022 and April 1, 2026, from $6.5B to $15.5B.
Of the latest reported AUM, 81.8% is discretionary and 18.2% is non-discretionary.
The firm reports 214 advisory representatives and 5,134 clients, or 24 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 33 reported office locations and 34 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Citizens Private Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Citizens Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Citizens Private Wealth has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Citizens Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing