Circle Wealth Management, LLC
Summit, NJ·SEC-registered · CRD #142878
Circle Wealth Management, LLC is an SEC-registered investment advisory firm in Summit, NJ managing $14B across 1.5k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
1.5k
Advisory staff
11
Fee model
Fee-based
How Circle Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Circle Wealth Management, LLC
How much does Circle Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (04/08/2026), Circle Wealth Management, LLC reports $14B in regulatory assets under management across roughly 1.5k client accounts.
How does Circle Wealth Management, LLC charge?
Circle Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Circle Wealth Management, LLC a fiduciary?
Yes. Circle Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #142878), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Circle Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Circle Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Circle Wealth Management, LLC's public SEC Form ADV filing (CRD #142878, filed 04/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Circle Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Circle Wealth Management, LLC? Claim this profile.