A complete list of active advisors currently associated with Circle Wealth Management, LLC
Warmer can help you find a great advisor at Circle Wealth Management, LLC or one who fits your needs even better.
Circle Wealth Management is an independent, women‑owned registered investment adviser that provides customized wealth advisory, investment management, and family office services to a select group of high‑net‑worth individuals and multi‑generational families, along with their related trusts, foundations, and independent endowments. The firm reports managing 73 client relationships representing approximately $14.07 billion in assets as of December 31, 2025, and does not serve lower‑balance retail (non‑HNW) individual clients; roughly 80% of its family clients are women‑led. The firm’s process begins with detailed client discovery and the creation of a written Investment Policy Statement that guides strategic asset allocation, after which Circle implements portfolios through manager selection, direct securities, and both discretionary and non‑discretionary mandates. Ongoing oversight includes daily cash and transaction reconciliation, manager monitoring, and aggregated quarterly reporting that can incorporate assets not directly managed by Circle; the firm also elects not to assume discretionary authority over investments subject to lock‑ups. Compared with many peers, Circle combines an enterprise scale of assets under management with a relatively small advisory team and a practice focused on high‑balance, multi‑generational relationships; it also emphasizes coordinating estate, tax, insurance, and charitable planning among clients’ other advisers. The firm employs a broad toolkit — due diligence across asset classes, allocations to independent managers, and use of more complex instruments (options, structured notes, private funds, and the potential for crypto exposure) — and offers educational programming such as a Thought Leadership Series and client forums.
To learn more about the advisors currently working at Circle 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.
You can also browse Circle Wealth Management, LLC's office locations.
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