CIRCLE ONE WEALTH MANAGEMENT, LLC
CRD #152626 SEC #801-70971 CHARLOTTE, NC 704-895-6133
SEC Registered
Total AUM
$182M
Discretionary
$132M
Employees
11
Clients
11
Accounts
1,289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $182M | $132M | $50M | 11 | 11 |
| Mar 2012 | $182M | $132M | $50M | 11 | 11 |
| Dec 2011 | $182M | $132M | $50M | 11 | 251 |
| Apr 2011 | $182M | $132M | $50M | -- | -- |
| Apr 2011 | $182M | $132M | $50M | -- | -- |
| May 2010 | $44.3M | $0 | $44.3M | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
DateMar 2012
Total AUM$182M
Discretionary$132M
Non-Disc.$50M
Employees11
Clients11
DateMar 2012
Total AUM$182M
Discretionary$132M
Non-Disc.$50M
Employees11
Clients11
DateDec 2011
Total AUM$182M
Discretionary$132M
Non-Disc.$50M
Employees11
Clients251
DateApr 2011
Total AUM$182M
Discretionary$132M
Non-Disc.$50M
Employees--
Clients--
DateApr 2011
Total AUM$182M
Discretionary$132M
Non-Disc.$50M
Employees--
Clients--
DateMay 2010
Total AUM$44.3M
Discretionary$0
Non-Disc.$44.3M
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--