Circle City Wealth Management LLC

Circle City Wealth Management LLC (CRD# 291604) is a financial advisory firm headquartered in Carmel, IN. They manage $71,576,737 in 246 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 East Carmel Drive, Carmel, IN 46032
https://www.circlecitywealthmanagement.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $290,962
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Circle City Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Ridenour, financial advisor Carmel IN
Richard J. Ridenour
CRD#: 3165629
600 East Carmel Drive, Carmel, IN 46032

Richard Ridenour (CRD# 3165629) is an Investment Advisor Representative working at Circle City Wealth Management LLC in Carmel, IN and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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