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CIRCUIT WEALTH LLC
CRD 335718
851 BURLWAY RD., STE 306, BURLINGAME, CA, 94010, United States
Phone
650-220-7555
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$1.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD