Circle Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Summit, NJ. Its latest Form ADV filing, dated April 8, 2026, reports $14.1B in regulatory assets under management, 23 employees, 1 office, and 1,138 accounts.
Assets Under Management
$14.1B
Employees
23
Offices
1 office
Total Clients
380
Primary office
SUMMIT, NJ
47 MAPLE STREET, SUITE 201, SUMMIT, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.8% of total clients.
Top client categories% of clientsClients
1
HNWI
91.8%
349
2
Charitable
8.2%
31
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.1Bas of April 8, 2026
Discretionary67.4%
$9.5B
67% of total RAUM67.4%
Non-discretionary32.6%
$4.6B
33% of total RAUM32.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$14.1B
Total Accounts1,138
10Y AUM Change+$13.0B (+1225.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee17:1
10Y Employee Change+11 (+91.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.