A complete list of active advisors currently associated with Circle City Wealth Management LLC

Warmer can help you find a great advisor at Circle City Wealth Management LLC or one who fits your needs even better.

Circle City Wealth Management LLC provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, standalone financial planning, and periodic educational seminars and workshops for clients and prospective clients. The firm documents client goals, risk tolerance, and tax considerations in an Investment Policy Statement and limits recommended investments primarily to mutual funds, ETFs, equities, fixed income, and insurance products, including annuities. The firm tailors portfolios through an initial interview and constructs plans using a combination of charting, fundamental analysis, modern portfolio theory, and quantitative methods, and generally implements a long-term trading strategy. CCWM conducts regular monitoring with at least annual reviews and delivers account statements via custodians, with discretionary authority set out in client agreements. Notable disclosures in the brochure include that the firm may retain third‑party solicitors under written arrangements (a form of endorsements or referral compensation) and may receive soft‑dollar research benefits from custodians — practices the brochure says could affect commission levels and will be disclosed to clients. As a single‑advisor firm managing roughly $95.7 million for about 100 client accounts, the brochure also notes operational choices that may differ from peers, such as not aggregating block trades and offering free educational seminars.

To learn more about the advisors currently working at Circle City Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Ridenour	Carmel, IN	25

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