Circle Wealth Management, LLC
● SEC registered since 2007CRD 142878SEC# 801-67841Summit, NJ
Reg. AUM
$14.07B
Employees
23
Accounts
1,138
Location
Summit, NJ
Circle Wealth Management, LLC assets under management
Circle Wealth Management, LLC operates as an SEC-registered investment adviser based in Summit, NJ. The firm has been registered since 2007. It reports $14.1 billion in regulatory assets under management and employs 23 people.
Circle Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Afk II LLC | Member | 10-25% | 2011 |
| John Robert Chrin Control | Member | 10-25% | 2012 |
| Kristen Anne Breault Control | Chief Compliance Officer, Partner | 5-10% | 2007 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Circle Wealth Management, LLC manage?
Circle Wealth Management, LLC reports $14.1 billion in regulatory assets under management on its Form ADV.
How many employees does Circle Wealth Management, LLC have?
Circle Wealth Management, LLC reports 23 employees.
Where is Circle Wealth Management, LLC located?
Circle Wealth Management, LLC is based in Summit, NJ and has been SEC-registered since 2007.
Does Circle Wealth Management, LLC disclose fund performance?
Circle Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 47 Maple Street, Suite 201, Summit, NJ 07901 |
| Phone | 908-206-1306 |
| Fax | 908-277-3577 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1578242 |
| Discloses disciplinary history | No |
Regulatory AUM
$14.07B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$14.07Bregulatory AUM
Discretionary $9.48BNon-discretionary $4.59B