Circle Wealth Management, LLC

$14.07BAssets under management
as of Apr 2026 · SEC Form ADV
Summit, NJ
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Tech stack

No one at Circle Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Circle Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $5.0B held · filed Apr 2024
Bank of Nova Scotia
Per Form ADV · $1.6B held · filed Apr 2024
J.P. Morgan
Per Form ADV · $1.3B held · filed Apr 2024
Performance Reporting