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Circle Wealth Management, LLC Employee Directory

Investment ManagementNew Jersey, United States11-50 Employees

Circle Wealth Management, LLC is an investment management firm based in Summit, New Jersey. It describes its work as empowering clients to achieve their financial goals through a collaborative process that respects their values and priorities. The firm has a relatively small team, suggesting a relationship-driven approach to client service.

Within the investment management industry, the company serves clients seeking a values-driven, collaborative path to wealth management. In 2020, Circle Wealth Management was named to the Financial Times 300 Top Registered Investment Advisers. The firm maintains a website at circlewm.com.

Find Circle Wealth Management, LLC employees' phone numbers or email addresses

Circle Wealth Management, LLC Global Highlights

Location
Employees

North America
42

Minus sign iconPlus sign icon
  • United States Of America
    41
  • Nicaragua
    1

Circle Wealth Management, LLC's Leadership

  • Chief Of Staff at Circle Wealth Management, LLC
    M. S.
    Chief Of Staff
    Mobile Phone
  • Partner Chief Compliance Officer at Circle Wealth Management, LLC
    K. B.
    Partner Chief Compliance Officer
    Mobile Phone
  • Managing Partner at Circle Wealth Management, LLC
    R. G.
    Managing Partner
    Mobile Phone
  • Manager at Circle Wealth Management, LLC
    S. A.
    Manager
    Mobile Phone
  • Analyst at Circle Wealth Management, LLC
    E. F.
    Analyst
    Mobile Phone
  • Intern at Circle Wealth Management, LLC
    J. F.
    Intern
    Mobile Phone
  • Financial Analyst at Circle Wealth Management, LLC
    T. E.
    Financial Analyst
    Mobile Phone

Circle Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Other
  • Business
  • Business Development

Contact profiles from Circle Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Partner Chief Compliance Officer at Circle Wealth Management, LLC
    K. B.
    Partner Chief Compliance Officer
    Mobile Phone
    Jun 08, 2026
  • Managing Partner at Circle Wealth Management, LLC
    R. G.
    Managing Partner
    Mobile Phone
    Oct 21, 2024
  • Chief Of Staff at Circle Wealth Management, LLC
    M. S.
    Chief Of Staff
    Mobile Phone
    Sep 26, 2024
  • Manager at Circle Wealth Management, LLC
    S. A.
    Manager
    Mobile Phone
    Oct 22, 2024
  • Analyst at Circle Wealth Management, LLC
    E. F.
    Analyst
    Mobile Phone
    Oct 22, 2024
  • Intern at Circle Wealth Management, LLC
    J. F.
    Intern
    Mobile Phone
    Oct 23, 2024
  • Financial Analyst at Circle Wealth Management, LLC
    T. E.
    Financial Analyst
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Circle Wealth Management, LLC known for?

Minus sign iconPlus sign iconCircle Wealth Management, LLC was founded in 2007 and operates in the Investment Management industry. Explore Circle Wealth Management, LLC's company overview page for more information.

What is Circle Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconCircle Wealth Management, LLC employees' email format typically follows the pattern of FLast@circlewm.com. Trying to find reliable and up-to-date employee contact data? Find more Circle Wealth Management, LLC email formats with LeadIQ.

How many employees does Circle Wealth Management, LLC have currently?

Minus sign iconPlus sign iconCircle Wealth Management, LLC has approximately 23 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Circle Wealth Management, LLC's key employees and leadership?

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As of September 2026, Circle Wealth Management, LLC's key employees include:

  • Chief Of Staff: M. S.
  • Partner Chief Compliance Officer: K. B.
  • Managing Partner: R. G.
  • Manager: S. A.
  • Analyst: E. F.

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