CITIZENS PRIVATE WEALTH, LLC info
CITIZENS PRIVATE WEALTH, LLC (SEC CIK 1766347) first filed with the SEC on 2019-02-15 (Form 13F-HR) and has filed 34 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 520 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591.
- Name: Value CITIZENS PRIVATE WEALTH, LLC.
- SEC CIK: Value 1766347.
- State of organization: Value DE.
- Business address: Value 520 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | CITIZENS PRIVATE WEALTH, LLC |
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| SEC CIK | 1766347 |
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| State of organization | DE |
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| Business address | 520 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591 |
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| Mailing address | 520 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591 |
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| Phone | 914-846-0100 |
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| Fiscal year end | December 31 |
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| Former names | Clarfeld Financial Advisors, LLC (2019-02-15 to 2026-05-01) |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2019-02-15 (Form 13F-HR) |
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| Latest SEC filing | 2026-08-07 (Form 13F-NT) |
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| Filings on EDGAR | 34 |
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| First Form 13F-HR | 2019-02-15 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2019-02-15 (quarter ended 2018-12-31) |
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| Form 13F-HR filings | 1 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2026 | 4 | 0 |
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| 2025 | 5 | 0 |
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| 2024 | 5 | 0 |
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| 2023 | 4 | 0 |
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| 2022 | 4 | 0 |
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| 2021 | 4 | 0 |
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| 2020 | 4 | 0 |
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| 2019 | 4 | 1 |
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