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 7 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 26 years of experience in the finance industry.

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