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CIRCLE R WEALTH LLC
CRD 135993
117 N US HIGHWAY 141, CRIVITZ, WI, 54114, United States
Phone
715-927-5031
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 59 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $8.0M |
| High net worth individuals | 1 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD