1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CIRCLE WEALTH MANAGEMENT, LLC

Map pinSUMMIT, NJ
Phone908-206-1306
NotebookSEC #801-67841
Total AUM
$14.1B
Employees
23
Clients
381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 MAPLE STREET
SUITE 201
SUMMIT
NJ 07901
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
908-206-1306
Other Offices
1

ReceiptFinancials

Total AUM
$14.1B
Accounts
1,138
Discretionary
$9.5B
Accounts
776
Non-Discretionary
$4.6B
Accounts
362

ContactClients

View more in analytics →

HNW Individual Clients
349
AUM
$13.1B
Charitable Organization Clients
31
AUM
$1B
Corporation or Business Clients
1
AUM
$7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLILMANJNYPASCTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account