Circle Wealth Management, LLC

Overview

Circle Wealth Management, LLC is an SEC registered investment adviser based in Summit, NJ, registered since 2007. It reports $14.1B in assets under management across 1,138 accounts, with 23 employees. It has 10 investment adviser representatives.

Reported AUM

$14.1B

Discretionary

67%

Accounts

1,138

Average account

$12.4M

Employees

23

Advisory reps

10

Registered since

2007

Jurisdictions

12

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Maria Lourdes Kattan-Chrin Chief Executive Officer, Managing Partner CRD 2029554
• Kristen Anne Breault Chief Compliance Officer, Partner CRD 2766931
• John Robert Chrin Member CRD 2673970

Advisory reps 3 of 10

• Kristen Anne Breault Investment Adviser Rep CRD 2766931
• Ted George Brown Investment Adviser Rep CRD 8015698
• Theodore M Cambilis Investment Adviser Rep CRD 6641611

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

47 Maple St Ste 201
Summit, NJ 07901

County

Union

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: circlewm.com

Every state, with registration dates

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