Circle Wealth Management, LLC

Circle Wealth Management, LLC is a registered investment adviser established in December 2006 and registered with the SEC in April 2007. The firm specializes in providing customized wealth advisory, investment management, and family office services to high-net-worth individuals and families, trusts, foundations, and endowments. Circle offers a comprehensive approach to financial planning, investment management, and financial education, including Thought Leadership Series and the Circle Women’s Forum. Clients receive personalized Investment Policy Statements based on their financial situation and objectives, with annual reviews and updates. Circle provides discretionary and non-discretionary investment advisory services on a fee basis, typically ranging from 24 bps to 85 bps. As of December 31, 2024, the firm managed $12.5 billion in assets for 69 primary client relationships. Clients have the option to impose reasonable restrictions on Circle's services. The firm conducts due diligence across asset classes, selects managers and securities, and provides ongoing monitoring and reporting. Circle does not participate in performance-based fees, and clients have varying levels of control over their investments based on the type of engagement. The firm does not recommend or advocate for investments in Bitcoin, cryptocurrencies, or digital assets but may advise on corresponding exchange-traded securities or private funds. Clients are responsible for voting on proxies and making decisions on corporate actions related to their investments. Circle has no financial issues that would impair its ability to meet client commitments. For further details, clients can contact Chief Compliance Officer Kristen Breault.