CW
CIRCLE WEALTH MANAGEMENT, LLC
SEC RegisteredSUMMIT, NJhttps://circlewm.com908-206-1306
Assets Under Management
$5B–$25B
Employees
23
Office Locations
2 offices
Total Accounts
1138
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 349 | $13.1B |
| State/Municipal Entities | 31 | — |
0 total clients reported on Form ADV.
Leadership
Llc Mlks
MEMBER
Maria Lourdes Kattan-Chrin
CEO/MANAGING PARTNER
Maria Lourdes Kattan-Chrin
MEMBER
Office locations
2 offices in 2 states
NJ
SUMMITHQ
NY
NEW YORK
Advisors at this firm
8 advisors in the directory
Kristen Anne Breault
Investment Adviser Representative
Ted George Brown
Investment Adviser Representative
John Robert Chrin
Investment Adviser Representative
Adam Paul Cornwall
Investment Adviser Representative
Emilio Lincoln Egea
Investment Adviser Representative
Maria Lourdes Kattan-Chrin
Investment Adviser Representative
Connor Gerard Mullin
Investment Adviser Representative
Hadley Fitzsimons Smith
Investment Adviser Representative
Regulatory & compliance
CRD number
#142878
SEC Number
801-67841
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
circlewm.comPhone
908-206-1306Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CIRCLE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.