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OPEN CIRCLE WEALTH PARTNERS
OPEN CIRCLE ADVISORS LLC
CRD 150623
36 STATE STREET, SUITE 2, NORTH HAVEN, CT, 06473, United States
Phone
203-985-0448
Fax
203-985-0446
Registration
— (—)
Source
State registered
Total AUM
$38.4M
Discretionary AUM
$38.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $6.7M |
| High net worth individuals | 10 | $31.6M |
All web addresses on file
Official SEC filing: View on IAPD