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| Circle Wealth Management LLC
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|---|---|
| CRD # | 142878 |
| SEC # | 801-67841 |
| CIK # | 0001578242 |
| AUM | 14.07 B (2026-04-08) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 908-206-1306 |
| Address | 47 Maple Street Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| Lilly Eli & Co | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Nike Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Starbucks Corp | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 349 | 13.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 31 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,138 | 14.1 |
| By Discretionary | ||
| Discretionary | 776 | 9.5 |
| Non-Discretionary | 362 | 4.6 |
| Total | 1,138 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 1,138 | 14.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001578242] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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GA | 15.42 B |
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Goldman Sachs Asset Management Singapore PTE Ltd
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NE | 13.75 B |
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OH | 12.76 B |
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Brookstone Capital Management LLC
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