{"url":"https://nivawealth.com/firms/circle-wealth-management-142878","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/142878","regulatoryAum":14066392093,"crd":"142878","secFileNumber":"801-67841","legalName":"Circle Wealth Management, LLC","displayName":"Circle Wealth Management","website":"https://www.circlewm.com","linkedinUrl":"https://www.linkedin.com/company/circle-wealth-management-llc","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"47 Maple Street, Suite 201","city":"Summit","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07901"},"tradeNames":[],"registration":{"secApproved":"24 April 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":23,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":9475666617,"discretionaryAccounts":776,"nonDiscretionary":4590725476,"nonDiscretionaryAccounts":362,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":349,"regulatoryAum":13053011319},{"label":"Charitable organizations","clients":31,"regulatoryAum":1006387894},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":6992880}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":6675493314},{"name":"J.P. 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They include 349 high-net-worth individuals and 31 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Circle Wealth Management offer?","answer":"Circle Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Circle Wealth Management use?","answer":"Circle Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $6,675,493,314 and J.P. Morgan Securities LLC (New York, NY), with $1,801,376,340. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Circle Wealth Management have?","answer":"Circle Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 23 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Circle Wealth Management invest in?","answer":"At the end of its last fiscal year, Circle Wealth Management’s separately managed accounts held 42% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 9% pooled vehicles (private funds and similar), 1% state and local bonds and 1% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Circle Wealth Management?","answer":"Circle Wealth Management is owned through a holding company by Maria Kattan-Chrin. Its direct owners are Afk II LLC (10% to 25%), MLKS, LLC (50% to 75%), Kristen Breault (5% to 10%) and John Chrin (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Circle Wealth Management get paid?","answer":"Circle Wealth Management is paid through a percentage of assets under management and fixed fees. 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