Circle Wealth Management, LLC

Circle Wealth Management, LLC (CRD# 142878) is a financial advisory firm headquartered in Summit, NJ. They manage $1,037,519,244 in 663 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,038
    MILLION
  • Total Number of Accounts
    663
    ACCOUNTS
  • Average Account Value
    $1,564,886
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Circle Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alexandra M. Angelo
CRD#: 5664489
47 Maple Street, Suite 201, Summit, NJ 07901
93
Wealthminder
score

Alexandra Angelo (CRD# 5664489) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 8 years of experience in the finance industry.

2
Kristen A. Breault
CRD#: 2766931
47 Maple Street, Suite 201, Summit, NJ 07901
93
Wealthminder
score

Kristen Breault (CRD# 2766931) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 18 years of experience in the finance industry.

3
Maria L. Kattan-Chrin
CRD#: 2029554
47 Maple Street, Suite 201, Summit, NJ 07901
93
Wealthminder
score

Maria Kattan-Chrin (CRD# 2029554) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 27 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.