Circuit Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Circuit Wealth LLC provides fee‑only wealth management and comprehensive financial planning to individual and high‑net‑worth clients, offering investment management alongside retirement, estate, tax, insurance, and business planning services. Unlike many independent advisers that also serve mass‑market individual clients, the firm does not target non‑HNW individual clients and currently manages a very small number of client relationships.
The firm’s investment approach centers on asset allocation and a mix of passive and active fund selections, using fundamental, technical, and cyclical analysis to select stocks, bonds, mutual funds, and ETFs; positions are generally held long term with shorter‑term trades employed when appropriate. Clients may engage the firm on a discretionary or non‑discretionary basis, and financial planning outputs are integrated into portfolio construction and ongoing monitoring.
Distinctive aspects include the firm’s small scale and recent formation, with modest assets under management and only a couple of client relationships, which the brochure highlights as shaping its operational profile. The principal also maintains an outside tax‑preparation practice and the firm relies on a single digital custodian platform — both disclosed as potential sources of referral relationships or operational concentration and addressed in the firm’s conflict‑of‑interest disclosures.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.60%
Account minimum: $500,000 Fee-only: Initial financial planning fee up to $2,500 plus ongoing monthly fees ranging from $400 to $1,200
Main office
851 Burlway Rd., Ste 306
Burlingame CA 94010
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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