CIRCLE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$14,066,392,093
Discretionary
$9,475,666,617
Non-discretionary
$4,590,725,476
Firm details
- CRD number
- 142878
- SEC file number
- 801-67841
- Main office
- SUMMIT, NJ, United States
- Employees
- 23
- SEC status
- Approved
- Website
- HTTPS://WWW.CIRCLEWM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.