Circle Wealth Management is a wealth manager based in Summit, United States, founded in 2006. Verified contact details, AUM data, and investment preferences on FindLPs.
Circle Wealth Management is a wealth management firm based in Summit, New Jersey. Established in 2006, the firm helps families build, preserve and manage their wealth. It also provides customized services and tailored investment solutions to high-net-families and foundations. The assets of the firm are managed by the executive management team.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.