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CIRCLE WEALTH MANAGEMENT, LLC
CRD 142878 · SEC 801-67841
47 MAPLE STREET, SUITE 201, SUMMIT, NJ, 07901, United States
Phone
908-206-1306
Fax
908-277-3577
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.07B
Discretionary AUM
$9.48B
Team
23 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 349 | $13.05B |
| Charitable organizations | 31 | $1.01B |
States served
AZ, CA, IL, MA, NJ, NY, PA, SC, UT, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD