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CIRCUIT WEALTH LLC

CRD 335718

Visit website

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