New York, NY Office
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Circle Wealth Management, LLC
Multi-team
Firm-wide stats for Circle Wealth Management, LLC
About
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.
Based on Circle Wealth Management, LLC
Expertise
Based on Circle Wealth Management, LLC
Location
126 East 56th Street, 21st Floor
New York NY 10022
Advisors at this office
6
Advisors at this office
Taylor P
Series 66
New York, NY
Circle Wealth Management, LLC
Taylor Petrick is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Circle Wealth Management, LLC, having previously held roles at Morgan Stanley and CareFirst BlueCross BlueShield. His background also includes experience in educational institutions and corporate settings. Circle Wealth Management is an independent, women-owned registered investment adviser serving a select group of high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory and investment management, focusing on coordinating comprehensive planning and employing a broad range of investment strategies.
Hadley S
Series 65
New York, NY
Circle Wealth Management, LLC
Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.
Adam C
Series 65
New York, NY
Circle Wealth Management, LLC
Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.
Lindsay C
Series 65
New York, NY
Circle Wealth Management, LLC
Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.
Connor M
Series 65
New York, NY
Circle Wealth Management, LLC
Connor Mullin is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals and multi-generational families, focusing on customized wealth advisory and family office services. The firm employs a detailed discovery process to develop investment policies and manages portfolios through a combination of manager selection, direct securities, and discretionary mandates.
Ted B
Series 65
New York, NY
Circle Wealth Management, LLC
Ted Brown is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Connecticut College, Joeb Moore and Partners, Stone Acres Farm, Rocky Point Club, and Greens Farms Academy. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements, proprietary due diligence, and comprehensive portfolio monitoring across public and private assets.
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