Circular Wealth Advisors Inc

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Assets, Funds, Holdings

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Circular Wealth Advisors Inc
CRD #316106
SEC #801-122219
CIK #
AUM $1.8 MM (2024-03-27)
Employees 1 (100% Investors, 0% Brokers)
Phone954-205-2149
Address1805 SW 24th Ter
Fort Lauderdale, FL 33312
Source [IAPD] [Website]
Total AUM ($1000's)
18001440108072036002009201420192025
AUM Breakdown Accounts AUM ($1000's)
By Client Type
(a) Individuals (other than high net worth individuals) 12 1,761.7
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 12 1,761.7
By Discretionary
Discretionary 12 1,761.7
Non-Discretionary 0 0.0
Total 12 1,761.7
By Non-United States Persons
Non-United States Persons 1,118.9
United States Persons 642.8
Total 12 1,761.7
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Wolverine Investment Advisors LLC
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Fruitful Advisory LLC
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Nytrx LLC
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