Circle Wealth Management, LLC

CRD 142878 · Summit, NJ · $14.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 142878
SEC number: 801-67841
Firm type: RIA
Assets under management: $14.1B as of Apr 8, 2026
Website: www.circlewm.com ↗
Phone: 908-206-1306
Address: 47 Maple Street, Summit, NJ, 07901

Advisors at this firm

11 in our index · page 1 of 1

Kristen Anne BreaultCRD 2766931 · Summit, NJ

IA Registered
Ted George BrownCRD 8015698 · New York, NY

IA Registered
John Robert ChrinCRD 2673970 · New York, NY

IA Registered
Theodore M CambilisCRD 6641611 · Summit, NJ

IA Registered
Lindsay Ann CherashoreCRD 6779672 · New York, NY

IA Registered
Adam Paul CornwallCRD 7758594 · New York, NY

IA Registered
Emilio Lincoln EgeaCRD 7803359 · New York, NY

IA Registered
Susan Deegan FeeleyCRD 2985951 · Summit, NJ

IA Registered
Maria Lourdes Kattan-ChrinCRD 2029554 · Summit, NJ

IA Registered
Connor Gerard MullinCRD 6942641 · New York, NY

IA Registered
Hadley Fitzsimons SmithCRD 7987750 · New York, NY

IA Registered

Source & corrections

Where this page comes from

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