CIRCLE WEALTH MANAGEMENT, LLC
CRD #142878 SEC #801-67841 SUMMIT, NJ 908-206-1306
SEC Registered
Total AUM
$12.5B
Discretionary
$6.4B
Employees
19
Clients
51
Accounts
1,040
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $12.5B | $6.4B | $6B | 19 | 1 |
| Sep 2025 | $12.5B | $6.4B | $6B | 19 | 1 |
| Aug 2025 | $12.5B | $6.4B | $6B | 19 | 1 |
| Apr 2025 | $12.5B | $6.4B | $6B | 19 | 1 |
| Mar 2025 | $12.5B | $6.4B | $6B | 19 | 1 |
| Apr 2024 | $10.2B | $5.2B | $4.9B | 20 | 0 |
| Mar 2024 | $10.2B | $5.2B | $4.9B | 20 | 0 |
| Apr 2023 | $6.6B | $1.5B | $5.1B | 16 | 0 |
| Mar 2023 | $6.6B | $1.5B | $5.1B | 16 | 0 |
| Mar 2022 | $3.4B | $1.8B | $1.7B | 14 | 0 |
| Apr 2021 | $2.8B | $1.4B | $1.4B | 13 | 0 |
| Mar 2021 | $2.8B | $1.4B | $1.4B | 13 | 0 |
| Jun 2020 | $1.9B | $1.2B | $727.3M | 13 | 0 |
| Mar 2020 | $1.9B | $1.2B | $727.3M | 13 | 0 |
| Nov 2019 | $1.7B | $903.2M | $840.1M | 15 | 0 |
| Mar 2019 | $1.7B | $903.2M | $840.1M | 15 | 0 |
| Aug 2018 | $1.6B | $713.9M | $935.3M | 12 | 0 |
| Apr 2018 | $1.6B | $713.9M | $935.3M | 12 | 0 |
| Mar 2018 | $1.6B | $713.9M | $935.3M | 12 | 0 |
| Nov 2017 | $1.1B | $617.8M | $443.6M | 12 | 60 |
| Oct 2017 | $1.1B | $617.8M | $443.6M | 12 | 60 |
| Sep 2017 | $1.1B | $617.8M | $443.6M | 11 | 26 |
| Jul 2017 | $1.1B | $617.8M | $443.6M | 11 | 26 |
| Mar 2017 | $1.1B | $617.8M | $443.6M | 12 | 26 |
| Mar 2017 | $1B | $467.8M | $569.7M | 11 | 26 |
| Mar 2016 | $1B | $467.8M | $569.7M | 11 | 26 |
| Mar 2015 | $1.3B | $385.2M | $910.3M | 11 | 26 |
| Mar 2014 | $1.1B | $252.8M | $871M | 12 | 11 |
| Mar 2014 | $1.1B | $288.9M | $834.9M | 12 | 11 |
| Mar 2013 | $944.7M | $176.5M | $768.1M | 11 | 11 |
| Aug 2012 | $1.1B | $404.6M | $663.1M | 6 | 11 |
| Apr 2012 | $1.1B | $404.6M | $663.1M | 6 | 11 |
| Apr 2012 | $1.1B | $404.6M | $663.1M | 6 | 11 |
| Apr 2012 | $1.1B | $404.6M | $663.1M | 6 | 11 |
| Apr 2012 | $1.1B | $404.6M | $663.1M | 6 | 11 |
| May 2011 | $1.1B | $160.8M | $968.8M | 10 | -- |
| Apr 2011 | $873.6M | $160.8M | $712.8M | 10 | -- |
| Mar 2011 | $873.6M | $160.8M | $712.8M | 10 | -- |
| Feb 2011 | $701.4M | $150.9M | $550.5M | 10 | -- |
| Apr 2010 | $701.4M | $150.9M | $550.5M | 10 | -- |
| Mar 2010 | $701.1M | $150.9M | $550.2M | 10 | -- |
| Mar 2008 | $204.3M | $23M | $181.3M | 5 | -- |
| Oct 2007 | $206M | $0 | $206M | 5 | -- |
| Aug 2007 | $206M | $0 | $206M | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$12.5B
Discretionary$6.4B
Non-Disc.$6B
Employees19
Clients1
DateSep 2025
Total AUM$12.5B
Discretionary$6.4B
Non-Disc.$6B
Employees19
Clients1
DateAug 2025
Total AUM$12.5B
Discretionary$6.4B
Non-Disc.$6B
Employees19
Clients1
DateApr 2025
Total AUM$12.5B
Discretionary$6.4B
Non-Disc.$6B
Employees19
Clients1
DateMar 2025
Total AUM$12.5B
Discretionary$6.4B
Non-Disc.$6B
Employees19
Clients1
DateApr 2024
Total AUM$10.2B
Discretionary$5.2B
Non-Disc.$4.9B
Employees20
Clients0
DateMar 2024
Total AUM$10.2B
Discretionary$5.2B
Non-Disc.$4.9B
Employees20
Clients0
DateApr 2023
Total AUM$6.6B
Discretionary$1.5B
Non-Disc.$5.1B
Employees16
Clients0
DateMar 2023
Total AUM$6.6B
Discretionary$1.5B
Non-Disc.$5.1B
Employees16
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$1.8B
Non-Disc.$1.7B
Employees14
Clients0
DateApr 2021
Total AUM$2.8B
Discretionary$1.4B
Non-Disc.$1.4B
Employees13
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$1.4B
Non-Disc.$1.4B
Employees13
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.2B
Non-Disc.$727.3M
Employees13
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.2B
Non-Disc.$727.3M
Employees13
Clients0
DateNov 2019
Total AUM$1.7B
Discretionary$903.2M
Non-Disc.$840.1M
Employees15
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$903.2M
Non-Disc.$840.1M
Employees15
Clients0
DateAug 2018
Total AUM$1.6B
Discretionary$713.9M
Non-Disc.$935.3M
Employees12
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$713.9M
Non-Disc.$935.3M
Employees12
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$713.9M
Non-Disc.$935.3M
Employees12
Clients0
DateNov 2017
Total AUM$1.1B
Discretionary$617.8M
Non-Disc.$443.6M
Employees12
Clients60
DateOct 2017
Total AUM$1.1B
Discretionary$617.8M
Non-Disc.$443.6M
Employees12
Clients60
DateSep 2017
Total AUM$1.1B
Discretionary$617.8M
Non-Disc.$443.6M
Employees11
Clients26
DateJul 2017
Total AUM$1.1B
Discretionary$617.8M
Non-Disc.$443.6M
Employees11
Clients26
DateMar 2017
Total AUM$1.1B
Discretionary$617.8M
Non-Disc.$443.6M
Employees12
Clients26
DateMar 2017
Total AUM$1B
Discretionary$467.8M
Non-Disc.$569.7M
Employees11
Clients26
DateMar 2016
Total AUM$1B
Discretionary$467.8M
Non-Disc.$569.7M
Employees11
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$385.2M
Non-Disc.$910.3M
Employees11
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$252.8M
Non-Disc.$871M
Employees12
Clients11
DateMar 2014
Total AUM$1.1B
Discretionary$288.9M
Non-Disc.$834.9M
Employees12
Clients11
DateMar 2013
Total AUM$944.7M
Discretionary$176.5M
Non-Disc.$768.1M
Employees11
Clients11
DateAug 2012
Total AUM$1.1B
Discretionary$404.6M
Non-Disc.$663.1M
Employees6
Clients11
DateApr 2012
Total AUM$1.1B
Discretionary$404.6M
Non-Disc.$663.1M
Employees6
Clients11
DateApr 2012
Total AUM$1.1B
Discretionary$404.6M
Non-Disc.$663.1M
Employees6
Clients11
DateApr 2012
Total AUM$1.1B
Discretionary$404.6M
Non-Disc.$663.1M
Employees6
Clients11
DateApr 2012
Total AUM$1.1B
Discretionary$404.6M
Non-Disc.$663.1M
Employees6
Clients11
DateMay 2011
Total AUM$1.1B
Discretionary$160.8M
Non-Disc.$968.8M
Employees10
Clients--
DateApr 2011
Total AUM$873.6M
Discretionary$160.8M
Non-Disc.$712.8M
Employees10
Clients--
DateMar 2011
Total AUM$873.6M
Discretionary$160.8M
Non-Disc.$712.8M
Employees10
Clients--
DateFeb 2011
Total AUM$701.4M
Discretionary$150.9M
Non-Disc.$550.5M
Employees10
Clients--
DateApr 2010
Total AUM$701.4M
Discretionary$150.9M
Non-Disc.$550.5M
Employees10
Clients--
DateMar 2010
Total AUM$701.1M
Discretionary$150.9M
Non-Disc.$550.2M
Employees10
Clients--
DateMar 2008
Total AUM$204.3M
Discretionary$23M
Non-Disc.$181.3M
Employees5
Clients--
DateOct 2007
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees5
Clients--
DateAug 2007
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--