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Building 2CIRCLE ONE WEALTH MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone704-895-6133
NotebookSEC #801-70971
Total AUM
$182M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 N TRYON ST
SUITE 1600
CHARLOTTE
NC 28202
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
704-895-6133

ReceiptFinancials

Total AUM
$182M
Accounts
1,289
Discretionary
$132M
Accounts
1,179
Non-Discretionary
$50M
Accounts
110

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
CAFLMANCNHNYSCTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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