A complete list of active advisors currently associated with Circuit Wealth LLC

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

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.

To learn more about the advisors currently working at Circuit Wealth 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.