Summit, NJ 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
47 Maple Street, Suite 201
Summit NJ 07901
Advisors at this office
3
Advisors at this office
Susan F
Series 63, Series 65
Summit, NJ
Circle Wealth Management, LLC
Susan Feeley is an advisor at Circle Wealth Management, LLC, holding Series 63 and Series 65 licenses. She has been with the firm since 2009. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals, multi-generational families, and their related entities. The firm combines a detailed discovery process and written investment policies with manager selection and ongoing portfolio oversight, focusing on complex, customized strategies for clients who typically have significant assets across generations.
Kristen B
Series 63, Series 65
Summit, NJ
Circle Wealth Management, LLC
Kristen Breault is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2007. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, focusing on clients with around $50 million in investable assets. The firm develops tailored Investment Policy Statements and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.
Theodore C
CFP®, Series 65
Summit, NJ
Circle Wealth Management, LLC
Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.
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