Circle Wealth Management LLC

Circle Wealth Management, operating as Circle Wealth Management, LLC, is a DE Limited Liability Company with 15 hardworking employees, including 7 advisory personnel. Although its client base is undisclosed, the firm's SEC status is currently approved as of the registration date, April 24, 2007.

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  MEMBER owns more than 10% but less than 25%

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  VICE PRESIDENT owns less than 5%

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  MEMBER owns more than 10% but less than 25%

• KRISTEN ANNE BREAULT

  CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

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  VICE PRESIDENT owns less than 5%

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  MEMBER owns more than 50% but less than 75%

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  MEMBER

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  MEMBER owns more than 50% but less than 75%

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• Circle Wealth Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison