Wealth Manager
    SEC Registered
    Manages Private Funds

    Circle Wealth Management, LLC

    Registered investment advisor · Summit, New Jersey · CRD #142878

    Assets Under Management
    $14.1B
    Client Accounts
    1,138
    Employees
    23
    CRD Number
    142878
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Bank Of Nova Scotia, J.p. Morgan Securities Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Circle Wealth Management, LLC

    At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Circle Wealth Management, LLC

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    Frequently Asked Questions

    What is Circle Wealth Management, LLC's AUM?

    Circle Wealth Management, LLC reports approximately $14.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Circle Wealth Management, LLC headquartered?

    Circle Wealth Management, LLC is headquartered in Summit, New Jersey.

    What is Circle Wealth Management, LLC's CRD number?

    Circle Wealth Management, LLC's CRD number is 142878. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Circle Wealth Management, LLC manage?

    Circle Wealth Management, LLC manages approximately 1,138 client accounts according to its latest SEC filing.

    Is Circle Wealth Management, LLC SEC registered?

    Yes, Circle Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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